David Beck is a registered investment advisor at Calton & Associates, INC., based in Fort Worth, TX, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
Fort Worth, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the secretary for Southwest Chapter Umpires (Taso), providing softball umpires, dedicating about 10-20% of his time to administrative duties. He also works as a football official for junior and high school, spending a significant amount of time each week in this role.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Signal Securities, INC.Broker
Guaranty Brokerage Services, INC.Broker
Capital Brokerage CorporationBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Signal Securities, INC.Broker
Principal Financial Securities,inc.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.