TrueAdvisor
TrueAdvisor
MS
MS

Magdalena Beatriz Santos

Calton & Associates, INC.
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Calton & Associates, INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K

Location

13111 Westheimer Rd., Suite 475, Houston, TX, 77077

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Magdalena is an Investment Adviser Representative at Westpark Wealth Advisors, offering fee-based products. This activity requires minimal time.

Employment History
Current Registrations
Calton & Associates, INC.Broker
November 2017 - Present · 8 yrs 3 mos
Westpark Wealth Advisors, INC.
February 2008 - Present · 18 yrs
Previous Registrations
Ims Securities, INC.Broker
July 2007 - November 2017 · 10 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.