Invested Better
Unclaimed

Unclaimed

Unclaimed

John Russell Reven

Calton & Associates, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Russell Reven

John Russell Reven is a registered representative with Calton & Associates, Inc. John has been in the securities industry since 1986. John has a Series 63, Series 4, Series 24, Series 52TO, SIE and Series 7 license. John is currently registered with the state of Florida and also holds licenses in California, Indiana, Michigan, New Jersey, Oregon and Texas. John has experience with individuals, high net worth individuals, pension and profit sharing plans, and corporations or other businesses. John also provides financial planning, pension consulting, and selection of other advisers services.

Firm Information

John Reven is currently registered with Calton & Associates, Inc.. Calton & Associates, Inc. is a Florida corporation formed in 1987. Headquartered in Tampa, the firm offers a wide range of advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. With over 375 registered representatives and 221 investment advisory professionals, Calton & Associates manages approximately $1.2 billion in assets for clients, primarily individuals and pension plans. The firm is registered with the SEC and all 53 states.
Calton & Associates, Inc.

2701 N. ROCKY POINT DRIVE

TAMPA, FL 33607

$1.22B

Assets Under Management

Not reported

Total Clients

231

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Reven’s Registration & Firm History

FL

09/07/2011 - Present

Calton & Associates, Inc. (SARASOTA FL)

NA

07/17/1987 - 01/12/1990

FITZGERALD, DEARMAN & ROBERTS, INC.

NA

06/30/1988 - 06/02/1989

HAMPTON SECURITIES, INC.

NA

09/26/1986 - 07/31/1987

THE STUART-JAMES COMPANY, INC.

Not sure if John Russell Reven is right for you?

Licenses & Designations

BC

Issued 10/16/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/1992

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/08/1990

Series 4 - Registered Options Principal Examination

BC

Issued 11/08/1988

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Russell Reven. Review regulatory record here.
Not sure if John Russell Reven is right for you?