John John
John John is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Fallston, MD, with 38 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
705 Old Fallston Road, Suite 105, Fallston, MD, 21047
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2012Customer Dispute
January 2012Customer Dispute
August 2010Customer Dispute
September 2002Other Business ActivitiesSells Insurance
John is an agent for Davis Life Brokerage and The National Benefit Corp, selling indexed life insurance, annuities, disability, and long-term care insurance, dedicating minimal time to each. He also owns Faith Financial Planners of Maryland, Inc., which is his DBA for all financial planning business, taking nearly full-time hours.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Empire Investment Advisors. INC
Empire Financial Group, INC.Broker
Freedom Asset Management, INC.
Freedom Financial, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations15 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.