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).

Current Firm Details
2701 N. Rocky Point Drive, Suite 1000, Tampa, FL 33607
http://www.calton.com
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 121 - 123 of 123 top financial advisors.
121
Jack Lynch, financial advisor Tampa FL
Jack D. Lynch
CRD#: 7780606
2701 N Rocky Point Drive, Suite 1000, Tampa, FL 33607

Jack Lynch (CRD# 7780606) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has 1 year of experience in the finance industry.

122
Patrick McManus, financial advisor Ocala FL
Patrick J. McManus
CRD#: 6157044
1315 Se 25th Loop, Suites 101 & 102, Ocala, FL 34471

Patrick McManus (CRD# 6157044) is an Investment Advisor Representative working at Calton & Associates, Inc. in Ocala, FL and has over 10 years of experience in the finance industry.

123
Ledora White, financial advisor Jacksonville FL
Ledora B. White
CRD#: 6520194
Jacksonville, FL

Ledora White (CRD# 6520194) is an Investment Advisor Representative working at Calton & Associates, Inc. in Jacksonville, FL and has over 5 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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