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
Anthony Smith (CRD# 2471757) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 29 years of experience in the finance industry.
Michael Strahm (CRD# 2017303) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 34 years of experience in the finance industry.
James Thomas (CRD# 1101127) is an Investment Advisor Representative working at Calton & Associates, Inc. in San Diego, CA and has over 37 years of experience in the finance industry.
Nicolas Toadvine (CRD# 3260858) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 24 years of experience in the finance industry.
Myra Tucker (CRD# 812515) is an Investment Advisor Representative working at Calton & Associates, Inc. in Ocala, FL and has over 30 years of experience in the finance industry.
Joseph Vecchio (CRD# 2979722) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 26 years of experience in the finance industry.
William Vourlas (CRD# 4433072) is an Investment Advisor Representative working at Calton & Associates, Inc. in San Diego, CA and has over 15 years of experience in the finance industry.
Joseph Waters (CRD# 713482) is an Investment Advisor Representative working at Calton & Associates, Inc. in East Islip, NY and has over 36 years of experience in the finance industry.
Jimmy White (CRD# 3127128) is an Investment Advisor Representative working at Calton & Associates, Inc. in Jackson, MS and has over 25 years of experience in the finance industry.
Philip Wieloch (CRD# 2819327) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 27 years of experience in the finance industry.