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
James Petkoson (CRD# 2134056) is an Investment Advisor Representative working at Calton & Associates, Inc. in Clearwater, FL and has over 33 years of experience in the finance industry.
Jerome Pinckney (CRD# 1567053) is an Investment Advisor Representative working at Calton & Associates, Inc. in Wilmington, NC and has over 37 years of experience in the finance industry.
Jerome Pinckney (CRD# 6303219) is an Investment Advisor Representative working at Calton & Associates, Inc. in Wilmington, NC and has over 7 years of experience in the finance industry.
Scott Pittman (CRD# 5592995) is an Investment Advisor Representative working at Calton & Associates, Inc. in Bluefield, WV and has over 15 years of experience in the finance industry.
John Powell (CRD# 1196945) is an Investment Advisor Representative working at Calton & Associates, Inc. in Sarasota, FL and has over 27 years of experience in the finance industry.
Saad Rahmouni Idrissi (CRD# 4071743) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 24 years of experience in the finance industry.
John Reven (CRD# 1507111) is an Investment Advisor Representative working at Calton & Associates, Inc. in Sarasota, FL and has over 36 years of experience in the finance industry.
Michael Reynolds (CRD# 2162594) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 31 years of experience in the finance industry.
Paul Richardson (CRD# 1006146) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 40 years of experience in the finance industry.
John Robinson (CRD# 1085991) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 41 years of experience in the finance industry.