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Financial ADVSR advisor directory · SEC adviser records

Calton & Associates, Inc. financial advisors in Florida

Every SEC-registered investment adviser representative at a Calton & Associates, Inc. office in Florida, by city and A to Z.

The short answer

74 registered advisors work at Calton & Associates, Inc. in Florida, out of 132 nationwide; it's the firm's number 1 state by advisors, and the most are in Tampa (59). 4 list the CFP designation and 69 are also registered broker representatives.

Calton & Associates, Inc. advisors by city in Florida

Every firm in Florida →

Tampa 59Tallahassee 5Cape Coral 1Clearwater 1Crystal Beach 1Delray Beach 1Jacksonville Beach 1Maitland 1Merritt Island 1Miami 1Ocala 1Orange Park 1Port Orange 1Saint Cloud 1Temple Terrace 1Winter Haven 1

Calton & Associates, Inc. advisors in Florida, A to Z

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Calton & Associates, Inc. advisors in every state →Calton & Associates, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Calton & Associates, Inc. in other states

California 9Texas 9New Jersey 7Kentucky 4Arizona 3Idaho 3

Questions

How many Calton & Associates, Inc. financial advisors are in Florida?

74 investment adviser representatives are registered at Calton & Associates, Inc. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 132 at the firm nationwide. 4 list the CFP designation and 69 are also registered as broker representatives.

Where in Florida does Calton & Associates, Inc. have the most advisors?

Tampa, with 59, then Tallahassee (5). Calton & Associates, Inc. has advisors in 16 cities in Florida.

How do I check a Calton & Associates, Inc. advisor in Florida?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Calton & Associates, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.