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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Theron Cox is a registered investment advisor representative with Calton & Associates, Inc. James has been in the industry since 1998 and is licensed in Florida and Georgia. James specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. James is also a certified public accountant and has his own practice offering tax consulting and preparation services. James is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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
11/10/2003 - Present
Calton & Associates, Inc. (TALLAHASSEE FL)
IA
Issued 05/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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