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Christine Lynn Carleton

ASSET ADVISORY GROUP INC·CINCINNATI, Ohio
Clean recordASSET 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christine Lynn Carleton is a registered financial advisor based in CINCINNATI, Ohio, affiliated with ASSET ADVISORY GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ASSET ADVISORY GROUP INC
ASSET ADVISORY GROUP INC
AUM
$399M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ASSET ADVISORY GROUP INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2703600
Firm CRD# 107929
View on FINRA BrokerCheck →

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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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Research
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