Unclaimed Profile

Christopher A Cokinis

CALTON & ASSOCIATES, INC.·TAMPA, Florida

SIE, Series 4, Series 9, Series 10, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TO23 years registeredCALTON & ASSOCIATES, INC.

2701 N. ROCKY POINT DRIVE, TAMPA, FL 33607CRD# 1527389Firm CRD# 20999

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher A Cokinis · TAMPA, FL

Registration

CRD #1527389 · CALTON & ASSOCIATES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CALTON & ASSOCIATES, INC.

LINCOLN INVESTMENT

Nov 2025 – Jun 2026

LUTZ, FL

CALTON & ASSOCIATES, INC.

May 2021 – Nov 2023

TAMPA, FL

AMERIPRISE FINANCIAL SERVICES, LLC

Jan 2021 – May 2021

SARASOTA, FL

ONEAMERICA SECURITIES, INC.

Sep 2020 – Jan 2021

TAMPA, FL

WORLD EQUITY GROUP, INC.

Mar 2018 – Oct 2019

ARLINGTON HEIGHTS, IL

LPL FINANCIAL LLC

Jun 2016 – Jun 2016

TAMPA, FL

INDEPENDENT FINANCIAL PARTNERS

Apr 2016 – Mar 2018

Tampa, FL

VSR ADVISORY SERVICES

Dec 2013 – Dec 2015

OVERLAND PARK, KS

VSR ADVISORY SERVICES

Dec 2013 – Dec 2013

OVERLAND PARK, KS

ARGENTUS ADVISORS, LLC

Mar 2012 – Dec 2013

DALLAS, TX

ING FINANCIAL PARTNERS, INC

Oct 2003 – Feb 2012

DES MOINES, IA

LOCUST STREET SECURITIES, INC.

Jan 2003 – Dec 2003

DES MOINES, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 9

Series 10

Series 14

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · January 2, 2003

Years registered · 23

Disclosure History

1987Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CALTON & ASSOCIATES, INC.

CRD 20999 · SEC 801-70036

AUM

$1.2B

Regulatory assets under management

Employees

515

7,559 client accounts

Services offered by CALTON & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CALTON & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Christopher A Cokinis offer?

Christopher A Cokinis specializes in Financial Planning, Investment Management, Wealth Management.

What are Christopher A Cokinis's credentials?

Christopher A Cokinis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher A Cokinis located?

Christopher A Cokinis is based in TAMPA, Florida, last registered with CALTON & ASSOCIATES, INC..

How does Christopher A Cokinis charge for services?

Christopher A Cokinis's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CALTON & ASSOCIATES, INC.?

CALTON & ASSOCIATES, INC. has approximately 515 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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