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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elizabeth McAlpine is a registered investment advisor representative with Calton & Associates, Inc. Mary Elizabeth McAlpine has been in the industry since 2008 and has experience in providing financial planning, portfolio management, and pension consulting services. Mary Elizabeth McAlpine is also registered as an investment advisor representative in Florida and Georgia. Mary Elizabeth McAlpine has experience with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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2
FL
10/15/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
FL
07/30/2008 - 10/18/2019
AVANTAX INVESTMENT SERVICES, INC. (PONTE VEDRA FL)
IA
Issued 01/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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