CALTON & ASSOCIATES, INC.

TAMPA, Florida·9 registered advisors·CRD# 20999
SEC# 801-70036149813-264-0440
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
515
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CALTON & ASSOCIATES, INC.

9 registered advisors
Christopher A Cokinis
TAMPA, Florida
Christopher John Simmers
TAMPA, Florida
George Gerald Jr Harrington
TAMPA, Florida
John Stephen Simmers
TAMPA, Florida
Joseph Richard Jr Haydel
TAMPA, Florida
Nils Alexander Ericson
TAMPA, Florida
Rebekah Joy Powers
TAMPA, Florida
Robert Blair Greblunas
TAMPA, Florida
Scott Henry Sherwood
TAMPA, Florida
05

Office Locations

TAMPA, Florida
9 advisors

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Data sourced from SEC Form ADV filings. CALTON & ASSOCIATES, INC. (CRD# 20999) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.