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 31 - 40 of 124 top financial advisors.
31
Roger L. Gleisner
CRD#: 4803139
1745 S Alma School Rd, Suite 135, Mesa, AZ 85210

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.

32
Gerald B. Glick
CRD#: 2453713
2701 N Rocky Point Drive, Suite 1000, Tampa, FL 33607

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.

33
Brian A. Golladay
CRD#: 5439888
1745 S Alma School Rd, Suite 135, Mesa, AZ 85210

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.

34
Gary A. Graham
CRD#: 2111230
15061 Springdale St, Suite 107, Huntington Beach, CA 92649

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.

35
Don R. Guess
CRD#: 2128590
Cedar Park, TX

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.

36
Kenneth F. Haelsig
CRD#: 2164784
2701 N Rocky Point Drive, Suite 1000, Tampa, FL 33607

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.

37
Leslie J. Hale
CRD#: 2192561
2701 N Rocky Point Drive, Suite 1000, Tampa, FL 33607

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.

38
Joshua G. Hanby
CRD#: 4415096
14614 Village Glen Circle, Tampa, FL 33618

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.

39
Alan J. Harman
CRD#: 2769565
Delray Beach, FL

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.

40
Scott E. Hendrix
CRD#: 6063370
2701 N Rocky Point Drive, Suite 1000, Tampa, FL 33607

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.

PREV ... 1 2 3 4 5 6 7 8 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.