Clients

Overview

At Calton, clients come first. Our advisors are committed to providing objective, unbiased advice to their clients. Through our advisors, Calton offers a diverse range of products and services to meet the needs of investors in all stages of life. Our products and services include:

  • General Securities Trading and Clearance
  • Mutual Funds
  • Insurance & Annuities
  • Fee-based Investment Programs
  • Alternative Investments*
  • Financial Planning Services
  • Retirement Plan Services

*Click here for a list of currently available programs including each program’s compensation rate.

Not all representatives of Calton are licensed to offer advisory services and not all advisory representatives are licensed to offer brokerage accounts. Feel free to discuss with your representative the range of services offered by them through Calton.

Check out the background of Calton & Associates on FINRA’s BrokerCheck