Unclaimed Profile

Rebekah Joy Powers

CALTON & ASSOCIATES, INC.·TAMPA, Florida

SIE, Series 4, Series 7, Series 14, Series 24, Series 31, Series 52TO, Series 53, Series 66Clean record21 years registeredCALTON & ASSOCIATES, INC.

2701 N. ROCKY POINT DRIVE, TAMPA, FL 33607CRD# 4832285Firm CRD# 20999

Profile Verification

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

Identity

Rebekah Joy Powers · TAMPA, FL

Registration

CRD #4832285 · CALTON & ASSOCIATES, INC. · 21 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES & ASSOCIATES, INC.

Oct 2019 – present

CALTON & ASSOCIATES, INC.

Mar 2017 – Sep 2019

TAMPA, FL

CETERA INVESTMENT ADVISERS LLC

Oct 2015 – Feb 2017

Boca Raton, FL

SUMMIT FINANCIAL GROUP INC

Aug 2012 – Feb 2017

BOCA RATON, FL

LINCOLN INVESTMENT PLANNING, INC

Aug 2010 – Jun 2012

CINCINNATI, OH

GREAT AMERICAN ADVISORS, INC.

Jun 2009 – Aug 2010

CINCINNATI, OH

MORGAN STANLEY

Sep 2004 – Jun 2005

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 31

Series 52TO

Series 53

Series 66

Registration record

First registered · September 13, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Rebekah Joy Powers offer?

Rebekah Joy Powers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAMPA, Florida for a consultation.

What are Rebekah Joy Powers's credentials?

Rebekah Joy Powers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebekah Joy Powers located?

Rebekah Joy Powers is based in TAMPA, Florida, working with CALTON & ASSOCIATES, INC.. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Rebekah Joy Powers charge for services?

Rebekah Joy Powers'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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