Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lana? Claim Your ProfileLana Gail Calton is an investment advisor representative at Hilltop Securities Inc., and has been in the industry since 1996. Lana's firm provides investment advisory services to individuals, businesses, and other entities, including high-net-worth individuals, corporations, and charitable organizations. Lana has experience in both investment advisory and broker-dealer services. Lana has a wide range of experience and expertise in the financial services industry, including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
08/14/2017 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
09/19/1996 - 06/20/1997
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
BOTH
Issued 08/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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