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Christine Lynn Carleton

ASSET ADVISORY GROUP INC·CINCINNATI, Ohio
Series 7, Series 63Clean record25 years registeredASSET ADVISORY GROUP INC
4600 MCAULEY PLACE, STE 140, CINCINNATI, OH 45242CRD# 2703600Firm CRD# 107929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christine Lynn Carleton · CINCINNATI, OH
Registration
CRD #2703600 · ASSET ADVISORY GROUP INC · 25 years registered
Brand Profile
Not yet started
01

Career History

TRUEPOINT, INC.
May 2016 – present
ASSET ADVISORY GROUP INC
Nov 2000 – Jan 2014
CINCINNATI, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · November 15, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASSET ADVISORY GROUP INC
CRD 107929 · SEC 801-55031
AUM
$399M
Regulatory assets under management
Employees
8
886 client accounts
Services offered by ASSET ADVISORY GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASSET ADVISORY GROUP INC →
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05

Frequently Asked Questions

What services does Christine Lynn Carleton offer?
Christine Lynn Carleton specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Christine Lynn Carleton's credentials?
Christine Lynn Carleton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christine Lynn Carleton located?
Christine Lynn Carleton is based in CINCINNATI, Ohio, working with ASSET ADVISORY GROUP INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Christine Lynn Carleton charge for services?
Christine Lynn Carleton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET ADVISORY GROUP INC?
ASSET ADVISORY GROUP INC has approximately 8 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET ADVISORY GROUP INC

Jeannette Aline Jones
CINCINNATI, OH
David E Workman Ii
CINCINNATI, OH
Gregory Hamilton Jones
CINCINNATI, OH

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