Peter Franco
Peter Franco is a registered investment advisor at Calton & Associates, INC., based in Seminole, FL, with 44 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
Seminole, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 1999Customer Dispute
August 1992Other Business ActivitiesSells Insurance
Peter holds a life, health, and variable annuity insurance license in NJ, but only uses it to renew variable annuity business. He also works full-time as a financial professional under Franco Financial Services.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Calton & Associates, INC.
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Ic Advisory Services, INC.
The Investment Center, INC.Broker
First Investors CorporationBroker
John Hancock Distributors, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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