Dalton Garrison
Dalton Garrison is a registered investment advisor at Cetera Investment Advisers LLC, based in Mount Dora, FL, with 8 years of industry experience. Dalton 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
2110 N Donnelly St Ste 600, Mount Dora, FL, 32757
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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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Dalton works as a licensed assistant (and future advisor) at Garrison Wealth Management, P.A., a financial advisor DBA. This takes up a full-time commitment, including during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations13 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.