DC
CFA
DC
CFA

David Catron

18 Years of Experience
Dallas, TX
May Earn Commission

David Catron is a CFA-designated registered investment advisor at Hightower Advisors, LLC, based in Dallas, TX, with 18 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Location

8411 Preston Road, Suite 700, Dallas, TX, 75225

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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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Employment History
Current Registrations
Hightower Advisors, LLC
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Frontier Investment Management CO
September 2017 - November 2020 · 3 yrs 2 mos
USAA Financial Planning Services
January 2010 - August 2017 · 7 yrs 7 mos
USAA Financial Advisors, INC.Broker
January 2010 - August 2017 · 7 yrs 7 mos
Next Financial Group, INC.
February 2008 - December 2009 · 1 yr 10 mos
Next Financial Group, INC.Broker
December 2007 - December 2009 · 2 yrs
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.