Stacy Barrom, financial advisor Germantown TN
93 score

Stacy Barrom

CRD Number: 6151905
Current Firm: Calton & Associates, Inc.

Stacy Barrom (CRD# 6151905) is an Investment Advisor Representative working at Calton & Associates, Inc. in Germantown, TN and has over 5 years of experience in the finance industry. Stacy Barrom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Calton & Associates, Inc. Roland, AR Jan 2017 - Current 1
Tssaa, Pavo, Usav Memphis, TN Aug 2009 - Current 8
Radian Partners Memphis, TN Jan 2013 - Dec 2016 3
Fsc Securities Corporation Memphis, TN Jan 2013 - Dec 2016 3
H&r Block Memphis, TN Dec 2009 - Apr 2015 5
Hoptown, Inc. Ecru, MS Jun 2007 - May 2012 4
Us Census Bureau Memphis, TN Apr 2010 - Aug 2010 < 1
Norman's Body Shop, Inc. Millington, TN Nov 1995 - Dec 2008 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Stacy Y. Barrom
Phone Number: 813-264-0440
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    940
    MILLIONS
  • Total Number of Accounts
    5,518
    ACCOUNTS
  • Average Account Value
    $170,352
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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