George Eugene Calton
Investment adviser representative at LPL Financial LLC
18 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you George Eugene Calton? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- LPL Financial LLCDec 2023 to now
- Oba-george Calton, Jr. - Notary PublicJun 2022 to Dec 2023
- Bni of Northtwest OhioJun 2021 to Dec 2023
- Transamerica Financial Advisors, IncOct 2020 to Dec 2023
- WealthwaveJun 2020 to Dec 2023
- World Financial Group, Inc.Jun 2020 to Dec 2023
- Raising the BottomAug 2015 to Dec 2023
- Adam Furniture Palace LLCJan 2015 to Feb 2021
- Volleyball RefereeDec 2008 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7309487
- Firm CRD
- 6413