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 41 - 50 of 124 top financial advisors.
41
David W. Hinson
CRD#: 4325435
2701 N Rocky Point Drive, Suite 1000, Tampa, FL 33607

David Hinson (CRD# 4325435) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 22 years of experience in the finance industry.

42
Ronald K. Holmes
CRD#: 1407315
838 East Cherry Street, Suite One, Vineland, NJ 08360

Ronald Holmes (CRD# 1407315) is an Investment Advisor Representative working at Calton & Associates, Inc. in Vineland, NJ and has over 38 years of experience in the finance industry.

43
Johana Huff
CRD#: 1895135
Cherokee, TX

Johana Huff (CRD# 1895135) is an Investment Advisor Representative working at Calton & Associates, Inc. in Cherokee, TX and has over 35 years of experience in the finance industry.

44
Heather D. Huppe
CRD#: 5775602
2130 E Bidwell St, Folsom, CA 95630

Heather Huppe (CRD# 5775602) is an Investment Advisor Representative working at Calton & Associates, Inc. in Folsom, CA and has over 13 years of experience in the finance industry.

45
Janeen D. Ingram
CRD#: 3159867
2130 E Bidwell St, Folsom, CA 95630

Janeen Ingram (CRD# 3159867) is an Investment Advisor Representative working at Calton & Associates, Inc. in Folsom, CA and has over 24 years of experience in the finance industry.

46
Raafat R. Iskander
CRD#: 2409773
100 N Citrus Street, Suite 510, West Covina, CA 91791

Raafat Iskander (CRD# 2409773) is an Investment Advisor Representative working at Calton & Associates, Inc. in West Covina, CA and has over 30 years of experience in the finance industry.

47
Youstina Iskander
CRD#: 6460639
100 N Citrus Street, Suite 510, West Covina, CA 91791

Youstina Iskander (CRD# 6460639) is an Investment Advisor Representative working at Calton & Associates, Inc. in West Covina, CA and has over 6 years of experience in the finance industry.

48
John J. John
CRD#: 1785564
705 Old Fallston Road, Suite 105, Fallston, MD 21047

John John (CRD# 1785564) is an Investment Advisor Representative working at Calton & Associates, Inc. in Fallston, MD and has over 31 years of experience in the finance industry.

49
Jeffrey J. Johnson
CRD#: 2312446
3206 Grand Avenue, Suite 102, Ames, IA 50010

Jeffrey Johnson (CRD# 2312446) is an Investment Advisor Representative working at Calton & Associates, Inc. in Ames, IA and has over 31 years of experience in the finance industry.

50
Curtis J. Jones
CRD#: 2405170
Moscow, TN

Curtis Jones (CRD# 2405170) is an Investment Advisor Representative working at Calton & Associates, Inc. in Moscow, TN and has over 30 years of experience in the finance industry.

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