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Blake Paro

Calton & Associates, INC.
21 Years of Experience
Raleigh, NC
BrokerSells Insurance
View SEC Summary
View SEC Summary

Blake Paro is a registered investment advisor at Calton & Associates, INC., based in Raleigh, NC, with 21 years of industry experience. Blake 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.

Calton & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$298K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.60%

Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2245 Gateway Access Point, Suite 203, Raleigh, NC, 27607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Blake works as a private wealth manager for Paro Wealth Management and is an IAR associated with Advisory Services Network, LLC. Blake also sells and services insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Calton & Associates, INC.Broker
October 2017 - Present · 9 yrs
Advisory Services Network
October 2017 - Present · 9 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2011 - October 2017 · 6 yrs 4 mos
Raymond James Financial Services, INC.Broker
May 2011 - October 2017 · 6 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2011 · 3 yrs 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2011 · 3 yrs 4 mos
A. G. Edwards & Sons, INC.
May 2005 - January 2008 · 2 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
October 2004 - January 2008 · 3 yrs 3 mos
State Registrations6 states
FLNCNYSCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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