Mary Elizabeth Mcalpine
Investment adviser representative at Calton & Associates, Inc.
21 yearsExperience
1 stateRegistered in
$1.6BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Calton & Associates, Inc.Oct 2019 to now
- Mary Or John McalpineDec 2005 to now
- Mcalpine Acctg & Tax Service LLCJun 2005 to now
- H.D. Vest Advisory ServicesFeb 2013 to Oct 2019
- H.D. VestJun 2008 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Calton & Associates, Inc.
$1.6BAssets managed
5,283Clients
134Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5559176
- Firm CRD
- 20999