Philip Ambrose
Philip Ambrose is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Thomasville, GA, with 8 years of industry experience. Philip 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
312 N Broad Street, Thomasville, GA, 31792
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip is a contracted broker for Big Oak Benefits Group, overseeing multiple employer group accounts and enrolling employees in various insurance benefits, dedicating about 10-20% of his time. He is also an officer of Ambrose Financial Group, LLC, and a partner at Rosenberg Alvis Ambrose Wealth Management, spending full-time hours on financial services and insurance business.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Nylife Securities LLCBroker
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.
Exams
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