Christopher SimmersCRD Number: 6333585
Current Firm: Calton & Associates, Inc.
Christopher Simmers (CRD# 6333585) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 2 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Calton & Associates, Inc.||Tampa, FL||May 2014 - Current||2|
|Finra||San Francisco, CA||Dec 2007 - May 2014||6|
|Travel Management||El Segundo, CA||Feb 2007 - Nov 2007||< 1|
|Ing||Central,||Oct 2006 - Jan 2007||< 1|
|Unemployed||Santa Cruz, CA||Jul 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management416MILLIONS
Total Number of Accounts2,834ACCOUNTS
Average Account Value$146,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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