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Danny Armstrong

33 Years of Experience
1 DisclosureBrokerSells Insurance

Danny Armstrong is a registered investment advisor at Calton & Associates, INC., based in Comanche, TX, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
225 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$298K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K

Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.

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Location

300 N. Austin, Comanche, TX, 76442

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2000
Settled
Other Business ActivitiesSells Insurance

Danny is a registered representative and owner of Armstrong Financial, dedicating full-time hours to securities. He also owns Danny Armstrong Life Insurance Sales, spending minimal time on life insurance sales and advice, and Westpark Wealth Advisors, Inc. spending minimal time providing financial advisory services.

Employment History
Current Registrations
Calton & Associates, INC.Broker
November 2017 - Present · 8 yrs 5 mos
Westpark Wealth Advisors, INC.
May 2004 - Present · 21 yrs 11 mos
Previous Registrations
Ims Securities, Inc.dba Ims Financial Advisors, INC
July 2002 - December 2004 · 2 yrs 5 mos
Ims Securities, INC.Broker
July 2002 - November 2017 · 15 yrs 4 mos
Rushmore Securities CorporationBroker
January 2001 - July 2002 · 1 yr 6 mos
Northstar Securities, INC.Broker
July 1998 - March 2001 · 2 yrs 8 mos
Dominion Capital CorporationBroker
October 1994 - December 1998 · 4 yrs 2 mos
Metlife Securities INC.Broker
June 1992 - October 1994 · 2 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
June 1992 - October 1994 · 2 yrs 4 mos
State Registrations2 states
OKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.