Joyce Briskin
Joyce Briskin is a registered investment advisor at Calton & Associates, INC., based in San Antonio, TX, with 46 years of industry experience. Joyce 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
San Antonio, TX
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2019Customer Dispute
September 1994Other Business Activities
Joyce owns and rents out a house, dedicating minimal time to it, as her daughter manages the property. She also serves as the treasurer for the Bexar Audubon Society, spending a few hours per week on maintaining records and writing checks.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Dominion Portfolio Management, INC.
Previous Registrations
Dominion Investor Services, INC.Broker
Rauscher Pierce Refsnes, INC.Broker
Kemper Securities Group, INC.Broker
Lovett Underwood Neuhaus & Webb, INC.Broker
Underwood, Neuhaus & CO., IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations3 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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