Calton & Associates, Inc. Employee Directory
Financial ServicesFlorida, United States51-200 Employees
Calton & Associates, Inc. is a nationwide independent broker-dealer and investment advisory firm based in Tampa, Florida. With more than three decades in operation, the company emphasizes independence as a core attribute, aiming to connect clients with a broad range of financial professionals and products. It positions itself as a resource for financial education and one-on-one consultations, supporting an advisory and brokerage model for individual and institutional clients. The firm operates within the financial services industry, offering tools and services to facilitate investment decision-making and access to diverse offerings. In recent years, Calton & Associates expanded its footprint through acquisitions and leadership changes, including the acquisition of IMS Securities, Inc. in 2018 and leadership appointments in 2021, reflecting ongoing growth and organizational development. The company is organized to serve a national client base through a network of associates and partnerships designed to support independent financial professionals.
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