Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Elizabeth Booton is a financial professional with over 25 years of experience in the industry. Pamela has been registered with Calton & Associates, Inc. since June 30, 2023, and previously worked with Dominion Investor Services, Inc., SWS Financial Services, and Minton Schmid, Landers Vinton Reuther & Smith, Inc., among others. Pamela holds the Series 6, 7, 63, and 65 licenses. Pamela has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Pamela has a passion for helping clients achieve their financial goals.
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.
1
2
TX
06/30/2023 - Present
Calton & Associates, Inc. (Austin TX)
TX
12/07/2005 - 07/19/2023
DOMINION INVESTOR SERVICES, INC. (AUSTIN TX)
TX
01/04/2001 - 12/08/2005
SWS FINANCIAL SERVICES (AUSTIN TX)
NA
06/27/1986 - 03/06/1987
MINTON SCHMID, LANDERS VINTON REUTHER & SMITH, INC.
NA
08/14/1984 - 02/11/1985
ROTAN MOSLE INC.
NA
11/08/1983 - 08/06/1984
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NA
04/07/1983 - 11/22/1983
RAUSCHER PIERCE REFSNES, INC.
NA
11/17/1980 - 08/24/1981
E. F. HUTTON & COMPANY INC
NA
09/20/1979 - 12/14/1980
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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