John Reven
John Reven is a registered investment advisor at Calton & Associates, INC., based in Sarasota, FL, with 39 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
Sarasota, FL
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Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
John is a real estate referral agent with Rosebay Realty Sarasota since 2014, dedicating minimal time. He also works as a musician and performer since 2019, spending a few hours per week on this activity.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Calton & Associates, INC.
City Financial Corporation
City Financial Corporation
Hampton Securities, INC.Broker
Fitzgerald, Dearman & Roberts, INC.Broker
The Stuart-James Company, INC.Broker
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.