Joseph Myers
Joseph Myers is a registered investment advisor at Calton & Associates, INC., based in Mount Laurel, NJ, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 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
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
307 Fellowship Road, Suite 202-A, Mount Laurel, NJ, 08054
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2009Customer Dispute
April 1999Other Business Activities
Joseph is a financial advisor with Calton & Associates under the DBA Myers & Co., dedicating full-time hours to this role. He also serves as a board member for Exit Planning Exchange Philadelphia, a committee member for the Union League of Philadelphia, and on the advisory council for Mount America Foundation, each requiring minimal time.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Citigroup Global Markets INC.Broker
Cibc Oppenheimer CORP.Broker
Kidder, Peabody & CO. IncorporatedBroker
Advest, INC.Broker
State Registrations7 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.