Unclaimed
David Paul Catron is a financial advisor in Chicago, Illinois. David has been in the industry since January 2010. David is currently registered with Hightower Advisors, LLC. David has previously worked at USAA FINANCIAL ADVISORS, INC. and NEXT FINANCIAL GROUP, INC. David's specialties include Retirement planning, Education Savings, Estate Planning, Insurance Planning and College Planning.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/21/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
TX
01/07/2010 - 08/24/2017
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
12/10/2007 - 12/01/2009
NEXT FINANCIAL GROUP, INC. (NEW BRAUNFELS TX)
BOTH
Issued 02/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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