Wesley Wilt
Wesley Wilt is a registered investment advisor at Calton & Associates, INC., based in Tampa, FL, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 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
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607
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Regulatory History (1)
Customer Dispute
October 2018Other Business ActivitiesSells Insurance
Wesley is an IAR/Registered Rep at Canal Street Financial Advisors, LLC, dedicating full-time hours to investment advisory services and general securities. Wesley also works as an agent for Wilt Insurance, selling life, health, annuities, and LTC with minimal time commitment.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
Dalton Strategic Investment Services INC.Broker
Ptp Securities, LLCBroker
Dalton Strategic Investment Services INC.Broker
First Investors CorporationBroker
State Registrations8 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.