Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Lynn Haynes has been a financial professional for over 25 years. She began her career at U.S. Securities Clearing Corp. and has experience with a variety of firms including Win Securities, Inc., Sentra Securities Corporation, Valmark Securities, Inc., Financial Advisers of America, LLC and J.W. Cole Financial, Inc. Currently, Carol Lynn is a Registered Representative with Calton & Associates, Inc. Carol Lynn specializes in a variety of areas including investments, portfolio management, financial planning and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
01/18/2018 - Present
Calton & Associates, Inc. (TAMPA FL)
CA
05/10/2013 - 01/19/2018
J.W. COLE FINANCIAL, INC. (CARLSBAD CA)
CA
05/25/2009 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (CARLSBAD CA)
OH
03/14/2001 - 11/30/2007
VALMARK SECURITIES, INC. (AKRON OH)
AZ
07/17/1995 - 02/18/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
07/02/1993 - 01/30/1995
WIN SECURITIES, INC. (MILL VALLEY CA)
CA
11/14/1990 - 12/13/1991
U.S. SECURITIES CLEARING CORP. (SAN DIEGO CA)
AZ
11/23/1988 - 11/14/1990
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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