Karlton Birdwell
Karlton Birdwell is a registered investment advisor at Cetera Investment Advisers LLC, based in Corpus Christi, TX, with 22 years of industry experience. Karlton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
555 N. Carancahua, Corpus Christi, TX, 78401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karlton is a limited partner in 4 Birds Group, L.P., a family limited partnership formed to receive royalties on a family-owned ranch. He also works full-time as a tax advisor for Cazalas & Hunter, P.C., preparing tax returns and providing tax advice.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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