Calton & Associates, Inc.
Calton & Associates, Inc. (CRD# 20999) is a financial advisory firm headquartered in Tampa, FL. They manage $1,059,090,559 in 6,846 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management1,059MILLION
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Total Number of Accounts6,846ACCOUNTS
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Average Account Value$154,702
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Johana Huff (CRD# 1895135) is an Investment Advisor Representative working at Calton & Associates, Inc. in Cherokee, TX and has over 35 years of experience in the finance industry.
Heather Huppe (CRD# 5775602) is an Investment Advisor Representative working at Calton & Associates, Inc. in Folsom, CA and has over 13 years of experience in the finance industry.
Janeen Ingram (CRD# 3159867) is an Investment Advisor Representative working at Calton & Associates, Inc. in Folsom, CA and has over 25 years of experience in the finance industry.
Raafat Iskander (CRD# 2409773) is an Investment Advisor Representative working at Calton & Associates, Inc. in West Covina, CA and has over 30 years of experience in the finance industry.
Youstina Iskander (CRD# 6460639) is an Investment Advisor Representative working at Calton & Associates, Inc. in West Covina, CA and has over 6 years of experience in the finance industry.
John John (CRD# 1785564) is an Investment Advisor Representative working at Calton & Associates, Inc. in Fallston, MD and has over 31 years of experience in the finance industry.
Jeffrey Johnson (CRD# 2312446) is an Investment Advisor Representative working at Calton & Associates, Inc. in Ames, IA and has over 31 years of experience in the finance industry.
Curtis Jones (CRD# 2405170) is an Investment Advisor Representative working at Calton & Associates, Inc. in Moscow, TN and has over 30 years of experience in the finance industry.
Gary Jund (CRD# 262677) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 29 years of experience in the finance industry.
Ronald Kerher (CRD# 1012967) is an Investment Advisor Representative working at Calton & Associates, Inc. in Sioux Falls, SD and has over 41 years of experience in the finance industry.