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
William Branham (CRD# 6760863) is an Investment Advisor Representative working at Calton & Associates, Inc. in Pikeville, KY and has over 6 years of experience in the finance industry.
Laurie Braulick (CRD# 1568481) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 36 years of experience in the finance industry.
Michael Brennan (CRD# 2699918) is an Investment Advisor Representative working at Calton & Associates, Inc. in Holmdel, NJ and has over 28 years of experience in the finance industry.
Mark Buehler (CRD# 5857430) is an Investment Advisor Representative working at Calton & Associates, Inc. in Sioux Falls, SD and has over 13 years of experience in the finance industry.
Sue Bunner (CRD# 1035976) is an Investment Advisor Representative working at Calton & Associates, Inc. in Austin, TX and has over 41 years of experience in the finance industry.
Dominick Calderazzo (CRD# 2482440) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 29 years of experience in the finance industry.
Dwayne Calton (CRD# 501638) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 42 years of experience in the finance industry.
James Cox (CRD# 3074112) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tallahassee, FL and has over 25 years of experience in the finance industry.
James Crowther (CRD# 58046) is an Investment Advisor Representative working at Calton & Associates, Inc. in Paulsboro, NJ and has over 23 years of experience in the finance industry.
John Crowther (CRD# 1377387) is an Investment Advisor Representative working at Calton & Associates, Inc. in Paulsboro, NJ and has over 23 years of experience in the finance industry.