Paul Reid Richardson

Employer firm

Calton & Associates, Inc. CRD 20999

$1.58B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 01/2026
  Calton & Associates, Inc.
  Tampa, FL
• 09/2025 → 11/2025
  Nancy Barron And Associates, Inc.
  Lexington, KY
• 01/2026 → Present
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2013-03-18 → 2013-08-23
  Cl Wealth Management, Llc
  New York, NY
• 2012-08-06 → 2012-12-05
  Victory Advisors Llc
  Temple Terrace, FL
• 2012-05-25 → 2012-09-05
  Cornerstone Securities Llc
  Lakeland, FL
  Temple Terrace, FL
  Lakeland, FL
• 2011-06-06 → 2012-06-14
  Brookstone Securities, Inc.
  Lakeland, FL
  Lakeland, FL
• 2005-08-09 → 2011-03-02
  Jhs Capital Advisors, Llc
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Delray Beach, FL
  Tampa, FL
  Bethpage, NY
• 2006-02-09 → 2006-02-17
  Salomon Grey Financial Corporation
  Boca Raton, FL
  Dallas, TX
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-03
• S63 Uniform Securities Agent State Law Examination
  1984-04-23

Other Names

• Paul R Richardson