Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Walter Devine

Calton & Associates, Inc.

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

About Michael Walter Devine

Michael Devine is a financial professional with over 20 years of experience in the securities industry. Michael has a proven track record of success in providing financial advice to individuals, families, and businesses. Michael is currently registered with Calton & Associates, Inc. Michael is committed to providing clients with personalized financial advice that meets their individual needs. Michael holds the Series 7, Series 24, and Series 63 licenses, as well as the SIE designation. Michael has a strong understanding of the financial markets and a commitment to providing clients with the highest level of service. Michael is a valuable resource for clients seeking to achieve their financial goals.

Firm Information

Michael Devine 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.

Michael Devine’s Registration & Firm History

TX

06/28/2023 - Present

Calton & Associates, Inc. (Marble Falls TX)

FL

04/27/2017 - 07/20/2023

DOMINION INVESTOR SERVICES, INC. (SAINT CLOUD FL)

FL

08/27/2014 - 04/28/2017

NEWBRIDGE SECURITIES CORPORATION (SAINT CLOUD FL)

FL

03/12/2012 - 08/28/2014

R.M. STARK & CO., INC. (LAKE WORTH BEACH FL)

NY

01/03/2011 - 03/12/2012

SYNERGY INVESTMENT GROUP, LLC (LINDERHURST NY)

NY

05/22/2009 - 12/31/2010

FIRST MIDWEST SECURITIES, INC. (HUNTINGTON NY)

NY

09/23/2005 - 06/15/2009

POINTE CAPITAL, INC. (HUNTINGTON NY)

NY

11/13/2008 - 12/05/2008

AMERICAN CAPITAL PARTNERS, LLC (HAUPPAUGE NY)

FL

03/19/2002 - 09/23/2005

STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)

NY

05/15/2001 - 04/02/2002

INVESTEC ERNST & COMPANY (NEW YORK NY)

Not sure if Michael Walter Devine is right for you?

Licenses & Designations

BC

Issued 05/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Walter Devine. Review regulatory record here.
Not sure if Michael Walter Devine is right for you?