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).

By the Numbers
  • Total Assets Under Management
    1,059
    MILLION
  • Total Number of Accounts
    6,846
    ACCOUNTS
  • Average Account Value
    $154,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Calton & Associates, Inc.
Showing 1 - 10 of 124 top financial advisors.
1
Kenneth W. Albert
CRD#: 2545456
2701 N Rocky Point Drive, Suite 1000, Tampa, FL 33607

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. Kenneth Albert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Marc A. Alvis
CRD#: 5391298
1876 Eider Ct., Suite B, Tallahassee, FL 32308

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.

3
Robert D. Anderson
CRD#: 3068156
Crystal Beach, FL

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.

4
Phillip R. Anton
CRD#: 1025842
Yorba Linda, CA

Phillip Anton (CRD# 1025842) is an Investment Advisor Representative working at Calton & Associates, Inc. in Yorba Linda, CA and has over 40 years of experience in the finance industry.

5
David L. Beck
CRD#: 1734145
Fort Worth, TX

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.

6
Jerry L. Belnap
CRD#: 2661482
2701 N. Rocky Point Drive, Suite 1000, Tampa, FL 33607

Jerry Belnap (CRD# 2661482) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 28 years of experience in the finance industry.

7
Todd S. Benschneider
CRD#: 7023517
2701 N Rocky Point Drive, Suite 1000, Tampa, FL 33607

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.

8
Steven E. Blanke
CRD#: 1486109
675 Town Square Blvd., Bldg 1a Suite 200, Garland, TX 75040

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.

9
Bart J. Bohrer
CRD#: 4315654
2701 N Rocky Point Drive, Suite 1000, Tampa, FL 33607

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.

10
Craig E. Brand
CRD#: 2744584
2701 N Rocky Point Drive, Suite 1000, Tampa, FL 33607

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.

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