The Losey Carleton Group - RBC Wealth Management

The Losey Carleton Group

Harold D Losey Jr., CFA

Senior Vice President - Branch Director,
Private Client Group
Accredited Wealth Manager

Jennifer L Carleton, AAMS

Vice President - Financial Advisor

Jennifer L Elliott

Senior Registered Client Associate

Bulletin Board

Markets Get a Reality Check

Equity investors face substantial two-way risks. Policy decisions and politics could take markets in either direction by year end. This warrants “neutral” market exposure. Read the full financial markets commentary as well as asset-class views and key forecasts in the latest edition of Global Insight.

Value Statement

Providing quality investment advice and superior service with a small town feel; that is what we are about. With the global resources of RBC Wealth Management supporting us, our team is able to apply sophisticated analysis to our client’s unique financial circumstances, designing and implementing strategies customized to their specific objectives. Our local presence and willingness to make house calls allows us to personally deliver solutions to a wide variety of financial issues.

Harold D Losey Jr. is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MN, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA

Jennifer L Carleton is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MN, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.