Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lawrence Dwonch is a registered investment advisor representative with Calton & Associates, Inc. Robert has been in the financial services industry since June 1992. He has worked at several firms including Capital Financial Services, Inc., United Heritage Financial Services, Inc., and Multi-Financial Securities Corporation. Robert has his Series 7 and Series 63 licenses as well as his Series 65 license.
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
ID
07/25/2019 - Present
Calton & Associates, Inc. (Boise ID)
ID
03/07/2007 - 07/25/2019
CAPITAL FINANCIAL SERVICES, INC. (BOISE ID)
ID
06/30/2004 - 03/07/2007
UNITED HERITAGE FINANCIAL SERVICES, INC. (BOISE ID)
CO
05/04/1994 - 07/13/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
FL
11/10/1993 - 05/10/1994
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MN
06/02/1992 - 10/11/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/02/1992 - 10/11/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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