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Credentials
Series 63, Series 65
Experience Industry experience
23 years
Location
Pikeville, KY 41501
Calton & Associates, Inc.
Multi-team
Oliver Williamson is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Calton & Associates since 2003 and has a prior career at Childers & Venters dating back to 1990. Outside of his advisory role, he owns and directs a frozen yogurt business, Orange Leaf, and manages a property management and handyman services company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options with multiple program structures and combines brokerage, insurance, and advisory services.
Based on Calton & Associates, Inc.
Based on Calton & Associates, Inc.
Financial planning services may be charged a flat fee, negotiable; retirement plan consulting may be charged a flat fee up to $50,000
Up to 2.60% annually (negotiable by client and IAR)
Commission charged on securities and insurance products purchased and sold; separate from advisory fees
Financial planning and retirement plan consulting services may be charged hourly up to $500/hour
Performance-based fees charged for certain clients generally with net worth over $2,200,000 or at least $1,100,000 assets; fixed fee up to 25% of account balance quarterly in advance plus performance fee up to 10% of net increase charged quarterly in arrears
Account minimum: $50,000 Fee-only: Investment advisory fees based on assets under management up to 2.60%, negotiable; financial planning fees charged as flat fee or hourly, negotiable; retirement plan consulting fees charged as flat fee, AUM percentage (up to 1.5%), or hourly (up to $500/hour)
Pikeville, KY
189 Hibbard Street
Pikeville KY 41501
Advisors at this office
2
Kentucky
23 years of industry experience
Calton & Associates, Inc.
2003 - Present • 23 years
Pikeville, KY
Childers & Venters
1990 - Present • 36 years
Pikeville, KY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Betsy Layne, KY
Reliable Municipal Advisors, LLC
Brett Davis is a Series 65-credentialed financial advisor with Reliable Municipal Advisors, LLC, where he has 11 years of experience. He also maintains an active legal practice as an attorney, having worked at Davis Law Offices, PSC from 1996 to 2018 and currently operating as Brett D. Davis, Attorney-at-Law since 2018. Reliable Municipal Advisors serves tax-exempt issuers, institutional clients, charities, foundations, and municipal or corporate borrowers, providing bond advisory, financial planning, and non-discretionary portfolio management services. The firm integrates legal and advisory expertise in its transaction-level municipal and bond engagements and operates on a small, two-advisor structure.
Series 65
Betsy Layne, KY
Reliable Municipal Advisors, LLC
Anthony Davis is a financial advisor at Reliable Municipal Advisors, LLC with 11 years of experience in the industry. He holds a Series 65 credential and has an active legal practice through Davis Law Office since 1995. In addition to his advisory role, he works as a real estate agent with RE/MAX Legacy. Reliable Municipal Advisors serves tax-exempt issuers, institutional and business clients, including charities and municipal borrowers, offering bond advisory, financial planning, and non-discretionary portfolio management. The firm combines legal and advisory services, providing integrated bond transaction advice alongside investment consulting.
ChFC®, Series 63
Belfry, KY
First Financial Coaching, Inc.
Jimmy Bevins Jr. is a financial advisor at First Financial Coaching, Inc. with 35 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in coaching and officiating sporting events through his business, Magic Mountain Outfitters. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm delivers primarily non-discretionary investment recommendations and partners with a third-party manager for discretionary portfolio management, emphasizing client education and financial analysis.
Series 66
Pikeville, KY
Calton & Associates, Inc.
William Branham IV is a financial advisor with Calton & Associates, Inc. in Pikeville, KY, holding a Series 66 designation and nine years of industry experience. Prior to joining Calton & Associates in 2017, he worked as a professional golfer for one year. Outside of his advisory role, he volunteers as an assistant coach for boys' golf and basketball at Pikeville Independent Schools. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm provides both fee-based and commissionable products and employs various investment strategies tailored to clients’ goals, risk tolerance, and liquidity needs.
CFP®, Series 66
Pikeville, KY
Truist Advisory Services
Matthew Day is a CFP® professional with 20 years of experience in the financial industry. He is currently affiliated with Truist Advisory Services and has prior experience with LPL Financial, Citizens Wealth Management, and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its client offerings.
Series 63, Series 66
Pikeville, KY
Edward Jones
Jeffery Hensley is a financial advisor at Edward Jones in Pikeville, KY, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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