CG
CFP
CG
CFP

Christopher Gammon

31 Years of Experience
BrokerSells Insurance

Christopher Gammon is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Houston, TX, with 31 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

13111 Westheimer Rd., Suite 475, Houston, TX, 77077

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is the owner of Westpark Wealth Advisors, Inc., an RIA firm, and also serves as CEO/IAR providing advisory services. He also owns IMS Insurance Agency, Inc. for fixed insurance business and Westpark Wealth Management LLC for tax purposes, dedicating minimal time to these ventures.

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
January 2000 - December 2004 · 4 yrs 11 mos
Ims Securities, INC.Broker
November 1999 - December 2017 · 18 yrs 1 mo
Ims Securities, INC.Broker
February 1994 - March 1999 · 5 yrs 1 mo
Retirement Investment GroupBroker
November 1993 - December 1993 · 1 mo
State Registrations34 states
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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.