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BD

Braden Doherty

Calton & Associates, INC.
2 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Calton & Associates, INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K

Location

2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Calton & Associates, INC.
May 2025 - Present · 9 mos
Calton & Associates, INC.Broker
May 2025 - Present · 9 mos
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
September 2023 - May 2025 · 1 yr 8 mos
Florida Financial Advisors, LLC
July 2023 - May 2025 · 1 yr 10 mos
State Registrations11 states
ALARFLGAILINKYMAMITNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.