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Disclosure

 

Calyx Wealth LLC, Calyx Coaching LLC, and Carlton Financial Group LLC are under common ownership in that Kyle B. Carlton is the member and principal owner of these entities.

Insurance Services 

Kyle B. Carlton is licensed as an insurance agent in the state of Tennessee. Kyle offers insurance products and services for asset protection and retirement income using the entities Carlton Financial Group LLC and Calyx Wealth LLC and trade names Carlton Wealth and Calyx Wealth to offer fixed insurance products and services.

Calyx Coaching LLC provides coaching to start-ups, business executives, and sports teams regarding leadership principles, business strategies, and finances. 

Calyx Wealth LLC, Calyx Coaching LLC, and Carlton Financial Group LLC do not provide investment advisory services.

Investment Advisory Services

Kyle B. Carlton is an investment advisor representative of First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (“SEC”). 

As an investment advisor representative of FAN Advisors, Kyle B. Carlton provides advice and recommendations regarding securities and the specific investments offered through FAN Advisors. In his investment advisor representative capacity, Kyle B. Carlton also provides financial planning services. The offer of financial planning services by our investment advisor representatives is reviewed and monitored by FAN Advisors.

For Additional Information 

Please review the FAN Advisors written disclosure documents for details regarding advisory service offerings, officers, advisory fees, conflicts of interest, and information regarding the activities of investment advisor representatives (supervised persons). FAN Advisors written disclosure documents are available on our website at www.fanadvisors.com.

FAN Advisors is independently owned and operated and is not affiliated with Calyx Wealth LLC, Calyx Coaching LLC, and Carlton Financial Group LLC.