Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Powell is a financial advisor registered with Calton & Associates, Inc. in Sarasota, Florida. John has been in the securities industry since 1985. John has been registered with Calton & Associates, Inc. since February 2012. Previously, John was associated with INTERNATIONAL FINANCIAL SOLUTIONS, INC., WOODBURY FINANCIAL SERVICES, INC., NEXT FINANCIAL GROUP, INC., SII INVESTMENTS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC. and LAND MARK, INC..
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
01/02/2025 - Present
Calton & Associates, Inc. (SARASOTA FL)
FL
01/12/2011 - 02/10/2012
INTERNATIONAL FINANCIAL SOLUTIONS, INC. (BRADENTON FL)
FL
12/23/2009 - 01/14/2011
WOODBURY FINANCIAL SERVICES, INC. (SARASOTA FL)
FL
08/23/2007 - 12/23/2009
NEXT FINANCIAL GROUP, INC. (SARASOTA FL)
FL
05/24/2006 - 09/18/2007
SII INVESTMENTS, INC. (SARASOTA FL)
FL
01/09/2003 - 01/18/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
ME
08/08/1984 - 01/09/2003
LAND MARK, INC. (BANGOR ME)
BOTH
Issued 02/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1983
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure John Powell is the right advisor for you? Invested Better is here to help.
