Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Melvin Mershon is an investment advisor representative for Calton & Associates, Inc. with over 28 years of experience in the financial services industry. James is registered with FINRA and has been licensed in various states, including Washington, California, Arizona, Oregon, Montana, Idaho, and Illinois. James Melvin Mershon currently works with clients in Tampa, FL. James Melvin Mershon has also been associated with other firms in the past, including CAPITAL FINANCIAL SERVICES, INC., UNITED HERITAGE FINANCIAL SERVICES, INC., WASHINGTON SQUARE SECURITIES, INC., and WOODBURY FINANCIAL SERVICES, INC. The types of clients that James Melvin Mershon serves include High Net Worth Individuals and Pension and Profit Sharing Plans. James Melvin Mershon is also licensed to provide financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
07/15/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
WA
03/07/2007 - 07/15/2019
CAPITAL FINANCIAL SERVICES, INC. (VANCOUVER WA)
WA
08/01/2003 - 03/07/2007
UNITED HERITAGE FINANCIAL SERVICES, INC. (VANCOUVER WA)
CT
01/14/2002 - 08/04/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
09/05/1991 - 01/11/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 04/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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