Daniel
Calton

Archer Investment Corporation

CRD#5685971
Investment Advisor
in Lake Mary, FL

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About this Advisor

Daniel Calton is a financial advisor working in Lake Mary, Florida with a total of 5 years of industry experience. Calton works at Archer Investment Corporation. Their career trajectory has included roles at Dan Calton, Cpa, Pa and Archer Investment Corporation. Calton has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Florida. Archer Investment Corporation is a financial advisory business that has its headquarters in Carmel, IN. The investment advisory business has offices in 84 locations and a total of 87 employees. It manages $603 million in total assets among its 3,815 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 3,815 customer accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. Archer Investment Corporation provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services usually depend on the type of services. Fees billed by Archer Investment Corporation typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

922 Williston Park Pt Suite 1300
Lake Mary, FL 32746

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Archer Investment Corporation Brokerage Details

Total Assets Under Management

$602,923,205

FL Average: $1,347,246,178
Total Number of Employees

87

FL Average: 46
Total Number of Accounts

3,815

FL Average: 1,775
Average Account Size

$158,040

FL Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Daniel Calton Work History

Daniel has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Archer Investment Corporation

1990 - Present (34 years)

Dan Calton, Cpa, Pa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Calton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Archer Investment Corporation

Barbara Hollis
Carmel, IN
Sanjay Asija
Barrington, IL
Mason Heyde
Carmel, IN
Gabriel Cena
Woodland Hills, CA
Jonathan Loc
Rosemead, CA
James Ogan
Carmel, IN
Michael Tannenbaum
Altamonte Springs, FL
Thomas Faulconer
Carmel, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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