Reed Norman Lengel

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

• 11/2015 → 10/2019
  Ifs Securities
  Atlanta, GA
• 11/2015 → 10/2019
  Ifs Advisory
  Atlanta, GA
• 10/2019 → Present
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2016-01-06 → 2019-10-08
  Sb Advisory, Llc
  Atlanta, GA
• 2011-02-25 → 2015-12-03
  J P Turner & Company Capital Management, Llc
  Atlanta, GA
• 2010-04-14 → 2011-02-28
  Lpl Financial Llc
  Naples, FL
• 2006-12-08 → 2010-03-30
  Gunnallen Financial, Inc
  Winter Garden, FL
  Fort Myers, FL
  Orlando, FL
  Winter Garden, FL
  Orlando, FL
  Jacksonville, FL
  Winter Garden, FL
  Deerfield Beach, FL
  Deerfield Beach, FL
  Tampa, FL
  Lakeland, FL
  Davie, FL
  Plano, TX
  Davie, FL
  Sarasota, FL
  Davie, FL
  Davie, FL
  Deerfield Beach, FL
  Jacksonville, FL
  Bradenton, FL
  Gulfport, MS
  Jacksonville, FL
  Bradenton, FL
  Wellington, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-17
• S63 Uniform Securities Agent State Law Examination
  1982-11-05