Calton & Associates, Inc
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About this Advisor
Kathryn Scanlon is a certified financial planner operating in Austin, Texas, who has 11 years in the industry. Scanlon currently works for Calton & Associates, Inc. Throughout their career, they have worked at Vsr Financial Services, Inc, Vsr Advisory Services, Planning Works, Bearing Financial Advisors, LLC, Kathy Scanlon and Calton & Associates, Inc. Scanlon holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Calton & Associates, Inc is a financial advisory firm operating in Austin, Texas. The firm has offices in 76 locations and a total of 338 employees. It administers $940 million in assets under management between its 5,518 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 5,518 customer accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely vary depending on which service is provided. Fee types charged by Calton & Associates, Inc likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Calton & Associates, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kathryn Scanlon Work History
Kathryn has 11 years of experience.
Calton & Associates, Inc
Bearing Financial Advisors, LLC
Vsr Financial Services, Inc
Vsr Advisory Services
Kathryn Scanlon has no disclosures.
Please visit their SEC profile for more details.