Cheryl Green is a registered investment advisor at Calton & Associates, INC., based in Bartlesville, OK, with 24 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
307 SE Frank Phillips Blvd., Bartlesville, OK, 74003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cheryl works at First Investment Corporation, a financial planning firm, about full-time. She also owns and manages real estate rentals through T2T, LLC and T2T Home, LLC, and is a co-trustee of a trust that is a minority shareholder of Dominion Financial Services, Inc. Additionally, Cheryl is a licensed real estate sales associate and does bookkeeping & accounting for TAP Outsourcing LLC.
Employment History
Current Registrations
Calton & Associates, INC.Broker
First Investment Corporation
Previous Registrations
Dominion Investor Services, INC.Broker
State Registrations5 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.