David Hinson is a CFP, ChFC-designated registered investment advisor at Calton & Associates, INC., based in Eugene, OR, with 25 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
1860 Coburg Rd, Eugene, OR, 97401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David is a managing member of Legacy Planners Properties, LLC, a rental real estate business, and a CPA/owner of David W Hinson, CPA PC, an accounting and tax preparation business. He is also an officer of Legacy Financial Services, Inc., a DBA for work done through Calton & Associates, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
United Heritage Financial Services, INC.Broker
United Heritage Financial Services, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations4 states
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.
Exams
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