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
Kevin Moore (CRD# 1594921) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tolar, TX and has over 24 years of experience in the finance industry.
Joann Morford (CRD# 1539930) is an Investment Advisor Representative working at Calton & Associates, Inc. in Miler, SD and has over 32 years of experience in the finance industry.
Paul Murphy (CRD# 5132291) is an Investment Advisor Representative working at Calton & Associates, Inc. in Ocala, FL and has over 17 years of experience in the finance industry.
Joseph Myers (CRD# 726436) is an Investment Advisor Representative working at Calton & Associates, Inc. in Mount Laurel, NJ and has over 36 years of experience in the finance industry.
Teresa Oclair (CRD# 2722808) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 27 years of experience in the finance industry.
Terrance Ostrander (CRD# 2861942) is an Investment Advisor Representative working at Calton & Associates, Inc. in Manitowoc, WI and has over 27 years of experience in the finance industry.
Frank Parlato (CRD# 3201430) is an Investment Advisor Representative working at Calton & Associates, Inc. in Huntington Beach, CA and has over 25 years of experience in the finance industry.
Thomas Payne (CRD# 4508298) is an Investment Advisor Representative working at Calton & Associates, Inc. in Houston, TX and has over 20 years of experience in the finance industry.
Christopher Peitz (CRD# 2050559) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 33 years of experience in the finance industry.
Todd Persico (CRD# 2979743) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 26 years of experience in the finance industry.