Lynn Stebbins
Investment Adviser Representative at Calton & Associates, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lynn Stebbins is an investment adviser representative with Calton & Associates, Inc. in Delray Beach, FL, where they have been registered since 2025. They have worked in the securities industry since 2016 and have been registered with 4 firms, including GWN Securities Inc. and Securian Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
16 states and territories
California, Colorado, District of Columbia, Florida, Georgia, Maine, Michigan, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- David Lerner Associates, IncDec 2015 – Jan 2018Boca Raton, FL
- Herbert J. SIMS & Co. IncJan 2018 – Apr 2019Boca Raton, FL
- Herbert J. SIMS Capital Management, Inc.Jan 2018 – Apr 2019Boca Raton, FL
- Evershore Financial GroupMay 2019 – Jan 2022Boca Raton, FL
- Minnesota Life Insurance CoMay 2019 – Jan 2022St Paul, MN
- Securian Financial Services IncMay 2019 – Jan 2022St Paul, MN
- Securian Financial Services IncApr 2019 – May 2019St Paul, MN
- GWN Securities, Inc.Jan 2022 – Mar 2025Palm Beach Gardens, FL
- Calton & Associates, Inc.Mar 2025 – no end date reportedTampa, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Calton & Associates, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $50,000 (waivable)
- Estimated blended rate
- 0.026
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investments, insurance, and financial planning services; supports transactional, Hybrid BD/RIA, and Corporate RIA business models
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 153
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Tampa, FL
- Founded:
- 1987
- SEC file number:
- 801-70036
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 6, 2026
View full firm profileOther advisors at Calton & Associates, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lynn Stebbins has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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