ABOUT US
Financial Advisor In Winston Salem
Founded in 2005, Carlton Hall Asset Management, LLC was established as an alternative financial advisor in Winston Salem to counter-balance larger financial brokerage houses. With a scale designed to allow one-on-one partnership with our clients, the ultimate goal is to provide you with peace of mind on a personal level.
Carlton Hall Asset Management allies with Charles Schwab to leverage its substantial resources and back office support. As one of the largest financial services firms in the world, Charles Schwab provides an infrastructure equipped with the latest security technology that independent financial advisors and investment advisors can access to protect their client’s assets.
This alliance is not contingent on any commission structure that might incentivize self-serving recommendations. So Carlton Hall Asset Management balances the best of both worlds: true, independent thinking within a robust, secure framework.
As with any financial advisor in Winston Salem or elsewhere, the measure of performance comes down to who’s at the wheel. If the philosophy includes a commitment to one-on-one consultation, then the investment advisors on hand need to be of the highest caliber. You need to know that the professionals managing your retirement assets know what they’re doing.
So meet the faces behind the philosophy. These counsellors are financial advisors in Winston Salem are dedicated to the management of your investments and the stewardship of your retirement:
Carlton G. Hall, Jr., CRPC
Principal, Investment & Financial Advisor In Winston Salem
With twenty-three years of experience managing client portfolios with both Smith Barney and Morgan Stanley, Carlton formed CHAM in October of 2005. He was determined that it would be a counterpoint to the one-size-fits-all philosophy of larger firms.
University of North Carolina at Wilmington
B.S, Finance, 1992
Chartered Retirement Planning Counsellor,
College of Financial Planning, 1999
James E. Hickmon, JD, CFP
Attorney, Hickmon & Perrin;
Investment Advisor Representative
Jim is the Principal and Senior Partner of Hickmon & Perrin, assisting clients with wealth transfer, estate planning, trust, tax, and probate law issues. He has been an Investment Advisor Representative with CHAM since the middle of 2017.
University of North Carolina at Wilmington
B.S, Finance, 1992
College of Financial Planning
CFP, 1996
Wake Forest School Of Law
JD, 2001
