Unclaimed
Brady Dayton is a registered representative and investment advisor representative for Calton & Associates, Inc.. Brady has been in the financial industry for over 2 years and specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Brady holds the Series 7, Series 63, and SIE licenses, and is registered with the state of Idaho and Utah. Brady is located in West Bountiful, UT.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
05/24/2024 - Present
Calton & Associates, Inc. (West Bountiful UT)
BC
Issued 09/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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