CB
CFP
CB
CFP

Carlton William Blanton

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
5,673 clients
Average Client Portfolio
$340K average
Assets Under Management
$1.9B

Fee Structure

Minimum Annual Fee:$500
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Location

100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Carlton is an insurance agent with Blanton Financial Group, dedicating about a quarter of his time to insurance sales and service since 1999. He also owns BHK Investments, LLC, which owns an office building, requiring minimal time since 2000.

Employment History
Current Registrations
Capital Investment Advisory Services, LLC
January 2013 - Present · 13 yrs 1 mo
Capital Investment Group, INC.Broker
January 2000 - Present · 26 yrs 1 mo
Previous Registrations
MML Investors Services, INC.Broker
October 1999 - February 2000 · 4 mos
State Registrations6 states
NCNJOKSCVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Carlton William Blanton - Financial Advisor | TrueAdvisor