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
Roger Gleisner (CRD# 4803139) is an Investment Advisor Representative working at Calton & Associates, Inc. in Mesa, AZ and has over 8 years of experience in the finance industry.
Gerald Glick (CRD# 2453713) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 30 years of experience in the finance industry.
Brian Golladay (CRD# 5439888) is an Investment Advisor Representative working at Calton & Associates, Inc. in Mesa, AZ and has over 16 years of experience in the finance industry.
Gary Graham (CRD# 2111230) is an Investment Advisor Representative working at Calton & Associates, Inc. in Huntington Beach, CA and has over 33 years of experience in the finance industry.
Don Guess (CRD# 2128590) is an Investment Advisor Representative working at Calton & Associates, Inc. in Cedar Park, TX and has over 32 years of experience in the finance industry.
Kenneth Haelsig (CRD# 2164784) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 32 years of experience in the finance industry.
Leslie Hale (CRD# 2192561) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 30 years of experience in the finance industry.
Joshua Hanby (CRD# 4415096) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 22 years of experience in the finance industry.
Alan Harman (CRD# 2769565) is an Investment Advisor Representative working at Calton & Associates, Inc. in Delray Beach, FL and has over 27 years of experience in the finance industry.
Scott Hendrix (CRD# 6063370) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 11 years of experience in the finance industry.