Paul Murphy
Paul Murphy is a registered investment advisor at Calton & Associates, INC., based in Ocala, FL, with 20 years of industry experience. Paul 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
1333 SE 25th Loop, Suites 101, Ocala, FL, 34471
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2020Other Business Activities
Paul owns Swan Financial Services, where he offers investment advice full-time. He also owns Till You Can't Real Estate LLC and is a director at Viking F Construction, dedicating minimal time to these ventures.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Newport Coast Asset Management
Newport Coast Securities, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Calton & Associates, INC.
Calton & Associates, INC.Broker
Brookstreet Securities CorporationBroker
State Registrations44 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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