Dwayne Calton
Dwayne Calton is a registered investment advisor at Calton & Associates, INC., based in Tampa, FL, with 49 years of industry experience. Dwayne 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
2701 N Rocky Point Drive, Suite 1000, Tampa, FL, 33607
Get directionsHistory
Regulatory History (2)
Regulatory
August 1997Regulatory
August 1988Other Business Activities
Dwayne is an author and has been publishing books since March 2019. He spends a few hours per week on this activity, which is not investment-related.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Buchanan & CO., INC.Broker
State Registrations6 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.
Exams
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