KC
Kyle B. Carlton
FIRST ADVISORS NATIONAL
Franklin, TN 37067
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CRD#: 6453108
KC
Professional summary
Kyle Blake Carlton is a registered financial advisor currently at FIRST ADVISORS NATIONAL, LLC located in Franklin, Tennessee.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kyle has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF BUSINESS: CALYX COACHING LLC | INVESTMENT RELATED: NO | ADDRESS: 2000 MALLORY LANE, SUITE 130-397, FRANKLIN, TN | NATURE OF BUSINESS: COACHING SERVICES | POSITION IN BUSINESS: PRINCIPAL COACH/OWNER | TITLE: MEMBER | START DATE: 03/2023 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 30 HOURS PER WEEK | # OF HRS DURING SECURITIES TRADING HOURS: 30 HOURS PER WEEK | BRIEF DESCRIPTION OF DUTIES: COACHING TO START-UPS, BUSINESS EXECUTIVES, AND SPORTS TEAMS REGARDING LEADERSHIP PRINCIPLES, BUSINESS STRATEGIES, AND FINANCES. NAME OF BUSINESS: CALYX INVESTMENTS LLC | INVESTMENT RELATED: NO | ADDRESS: 2000 MALLORY LANE, SUITE 130-397, FRANKLIN, TN | NATURE OF BUSINESS: PASS-THROUGH TAX CONDUIT ONLY | POSITION IN BUSINESS: MEMBER | TITLE: MEMBER | START DATE: 01/2023 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 4 HOURS PER MONTH | # OF HRS DURING SECURITIES TRADING HOURS: N/A | BRIEF DESCRIPTION OF DUTIES: PASS-THROUGH ENTITY/TAX CONDUIT ONLY FOR INDEPENDENT CONTRACTOR INCOME NAME OF BUSINESS: CALYX WEALTH LLC | INVESTMENT RELATED: YES | ADDRESS: 2000 MALLORY LANE, SUITE 130-397, FRANKLIN, TN | NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME | POSITION IN BUSINESS: INSURANCE AGENT | TITLE: MEMBER/PRINCIPAL OWNER | START DATE: 01/2023 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 40 HOURS PER WEEK | # OF HRS DURING SECURITIES TRADING HOURS: 40 HOURS PER WEEK | BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME NAME OF BUSINESS: KYLE B. CARLTON d/b/a CALYX WEALTH | INVESTMENT RELATED: YES | ADDRESS: 2000 MALLORY LANE, SUITE 130-397, FRANKLIN, TN | NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME | POSITION IN BUSINESS: INSURANCE AGENT | TITLE: INSURANCE AGENT | START DATE: 01/2023 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 40 HOURS PER WEEK | # OF HRS DURING SECURITIES TRADING HOURS: 40 HOURS PER WEEK | BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME NAME OF BUSINESS: KYLE B. CARLTON d/b/a CARLTON FINANCIAL GROUP | INVESTMENT RELATED: YES | ADDRESS: 2000 MALLORY LANE, SUITE 130-397, FRANKLIN, TN | NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME | POSITION IN BUSINESS: INSURANCE AGENT | TITLE: MEMBER/INSURANCE AGENT | START DATE: 09/2004 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 40 HOURS PER WEEK | # OF HRS DURING SECURITIES TRADING HOURS: 40 HOURS PER WEEK | BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Blake Carlton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 19, 2015 - Present
FIRST ADVISORS NATIONAL, LLC
Office #1: 106 Mission Ct, Franklin, TN 37067RIA
CRD#: 166212
Franklin, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FIRST ADVISORS NATIONAL, LLC
FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC
CRD#: 166212 / SEC#: 801-77440
RIA
Registered Investment Advisory firm - (12/18/2012 Approved)Georgia
Registered Investment Advisory firm - (3/22/2013 Terminated)Illinois
Registered Investment Advisory firm - (1/22/2013 Terminated)North Carolina
Registered Investment Advisory firm - (3/22/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(2/19/2015)
Current Firm
FA
FIRST ADVISORS NATIONAL, LLC
FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC
CRD#: 166212 / SEC#: 801-77440
RIA
Registered Investment Advisory firm - (12/18/2012 Approved)Georgia
Registered Investment Advisory firm - (3/22/2013 Terminated)Illinois
Registered Investment Advisory firm - (1/22/2013 Terminated)North Carolina
Registered Investment Advisory firm - (3/22/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1372 Peachtree Street Ne, Atlanta, GA 30309
Mailing Address
Phone number
+1 (855) 326-7427
Established
Firm type
Fiscal year end
# of Employees
59
SEC notice filing (39 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,207 |
| AUM (Assets Under Management) | $ 501,113,212 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
