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
Kenneth Albert (CRD# 2545456) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 29 years of experience in the finance industry.
Marc Alvis (CRD# 5391298) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tallahassee, FL and has over 16 years of experience in the finance industry.
Robert Anderson (CRD# 3068156) is an Investment Advisor Representative working at Calton & Associates, Inc. in Crystal Beach, FL and has over 25 years of experience in the finance industry.
Phillip Anton (CRD# 1025842) is an Investment Advisor Representative working at Calton & Associates, Inc. in Yorba Linda, CA and has over 41 years of experience in the finance industry.
David Beck (CRD# 1734145) is an Investment Advisor Representative working at Calton & Associates, Inc. in Fort Worth, TX and has over 28 years of experience in the finance industry.
Jerry Belnap (CRD# 2661482) is an Investment Advisor Representative working at Calton & Associates, Inc. in Mccammon, ID and has over 28 years of experience in the finance industry.
Todd Benschneider (CRD# 7023517) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 5 years of experience in the finance industry.
Steven Blanke (CRD# 1486109) is an Investment Advisor Representative working at Calton & Associates, Inc. in Garland, TX and has over 37 years of experience in the finance industry.
Bart Bohrer (CRD# 4315654) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 20 years of experience in the finance industry.
Craig Brand (CRD# 2744584) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 27 years of experience in the finance industry.