Summerville, SC (October 20, 2015) – On August 26, 2015 Ed Carlton joined Compass Investment Advisors, LLC and affiliated his financial planning practice with Independent Advisor Alliance [IAA] in Charlotte, NC.
Carlton, who is client and technology focused, is dedicated to developing relationships with his clients and providing them with personalized service. Carlton primarily serves clients who are preparing for and entering into retirement. The Compass Investment Advisors staff consists of Ed Carlton, Bryan Mise and Client Services Manager, Chrys Rogge. Prior to affiliating with IAA and LPL, Carlton was with Wells Fargo.
Carlton states, “Autonomy was an important factor in choosing to go hybrid. I am most concerned with my clients’ best interests and working closely with them to help reach their goals. ” He adds, “My business philosophy is to listen first, understand, and then act on my clients behalf.”
Robert Russo, founder and CEO of Independent Advisor Alliance, states, “IAA members are independent-minded entrepreneurs focused on creating successful practices that aim to provide lasting value for themselves, their families and their clients. They value independence for the many choices it provides, from enabling them to be selective in the type of clients with whom they work, to deciding how to brand their businesses and best nurture individual client relationships.”
Russo continued to say, “We are pleased to welcome Ed to our advisor community and look forward to supporting him and Compass Investment Advisors as the firm continues to grow.”
About Independent Advisor Alliance:
Independent Advisor Alliance is a community hybrid RIA solution that fosters a dynamic, supportive environment for successful independent financial advisors. Located in Charlotte, NC, IAA is a fast growing RIA firm associated with LPL Financial and is currently one of the largest hybrid RIA firms in the Carolinas based on assets under management as determined by LPL Financial in 2015. Independent Advisor Alliance is powered by the resources of LPL Financial, the nation’s largest independent broker/dealer.* LPL is an enabling partner to more than 14,000 financial advisors and approximately 700 financial institutions. * As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
About Ed Carlton:
Carlton received a Bachelor of Science degree in Industrial Management from Kansas Newman University and continued on to earn an MBA at Boston University. He holds a Series 7 registration through LPL, Series 66 registration held through both LPL Financial and Independent Advisor Alliance and is Life, Health & Accident insurance licensed. http://www.myinvestingadvisor.com Carlton was a member of the United States Air Force for almost 23 years and is a longtime resident of the Carolinas. He is active in his community having been involved with the Rotary Club since 1996, actively supporting local initiatives, coaching youth sports and volunteering for Meals-On-Wheels.
Holly Curtis, Relationship Manager, Independent Advisor Alliance www.independentadvsioralliance.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Compass Investment Advisors are separate entities from LPL Financial.