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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Eugene Wilson is a financial advisor with Calton & Associates, Inc., a firm that provides investment advisory and financial planning services to individual, institutional, and business clients. Donald is a registered representative with both the state of Florida and the state of California. Donald specializes in providing financial advice and services to high-net-worth individuals and pension and profit-sharing plans. Donald has over 10 years of experience in the financial services industry and holds several professional licenses and certifications. Donald is also an author and has written a book on financial 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.
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
FL
01/22/2024 - Present
Calton & Associates, Inc. (Orange Park FL)
FL
08/22/2023 - 01/17/2024
MML INVESTORS SERVICES, LLC (Orange Park FL)
FL
09/18/2020 - 08/18/2023
AMERITAS INVESTMENT COMPANY, LLC (ORANGE PARK FL)
CA
05/29/2019 - 09/18/2019
NYLIFE SECURITIES LLC (ROSEVILLE CA)
IA
Issued 04/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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