Nathan R Robinson
Investment adviser representative at Calton & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
17 yearsFirm in business
Are you Nathan R Robinson? 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Calton & Associates, Inc.Jun 2026 to now
- Lamkin Wealth ManagementMay 2026 to now
- Microbac LaboratoriesJun 2025 to May 2026
- Morgan StanleyJul 2023 to Jun 2025
- W&s Brokerage ServicesMar 2022 to Jul 2023
- Western and Southern LifeFeb 2022 to Jul 2023
- UnemployedNov 2021 to Feb 2022
- AldiJun 2017 to Nov 2021
- Norton HealthcareMar 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7526802
- Firm CRD
- 20999