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Myra Ann Tucker

Calton & Associates, Inc.

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About Myra Ann Tucker

Myra Tucker is a financial advisor with Calton & Associates, Inc. Myra has been in the securities industry since 1975. Myra is registered with the state of Florida. Myra is also a licensed life coach and offers personal coaching services in addition to financial services.

Firm Information

Myra Tucker 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

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

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Myra Tucker’s Registration & Firm History

FL

01/01/2025 - Present

Calton & Associates, Inc. (Ocala FL)

FL

09/04/2015 - 12/31/2016

SUMMIT BROKERAGE SERVICES, INC. (LADY LAKE FL)

FL

03/30/2010 - 09/29/2015

J.P. TURNER & COMPANY, L.L.C. (THE VILLAGE FL)

FL

11/06/2000 - 03/31/2010

GUNNALLEN FINANCIAL, INC (LADY LAKE FL)

MN

09/18/1996 - 11/22/2000

BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

FL

10/25/1989 - 07/23/1996

INVESTACORP, INC. (MIAMI FL)

NA

01/23/1987 - 11/14/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

09/18/1975 - 02/12/1987

IDS LIFE INSURANCE COMPANY

MN

02/03/1987 - 02/03/1987

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

NA

09/18/1975 - 02/03/1987

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

NA

07/09/1986 - 12/24/1986

IDS SECURITIES CORP.

NA

09/18/1975 - 12/24/1986

IDS FINANCIAL SERVICES INC.

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Licenses & Designations

BC

Issued 01/24/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/1989

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

BC

Issued 09/03/1975

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Myra Ann Tucker. Review regulatory record here.
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