Ronald Glasgow is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Rockwall, TX, with 23 years of industry experience. Ronald 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
Rockwall, TX
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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.
Learn about disclosures →Other Business Activities
Ronald is an investor with Pediatric Rheumatology Associates PC since 2023. He also volunteers as a mentor for the North Texas Veteran's Court, dedicating minimal time to this activity.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
Previous Registrations
Quincy Wells Capital, LLCBroker
Quincy Wells Advisors, LLC
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Wealthforge Securities, LLCBroker
Wealthforge Securities, LLCBroker
Emerson Equity LLCBroker
Colorado Financial Service CorporationBroker
Patrick Capital Markets, LLCBroker
Terra Capital Markets LLCBroker
Kbs Capital Markets Group LLCBroker
Ridgewood Securities CorporationBroker
Provasi Capital Partners LPBroker
Pruco Securities, LLC.Broker
Carey Financial, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Edward Jones
Edward JonesBroker
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.
Exams
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