Carlton Dewall
CRD Number: 7287622Current Firm: United Planners' Financial Services Of America A Limited Partner
Carlton Dewall (CRD# 7287622) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 2 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners | Scotttsdale, AZ | Aug 2023 - Current | < 1 |
| Carlton & Danielle Dewall Property Management | Gilmore City, IA | Apr 2023 - Current | 1 |
| Carlton Dewall | Gilmore City, IA | Jan 2022 - Current | 2 |
| Carl Dewall Farms | Gilmore City, IA | Jan 2020 - Current | 4 |
| Dewall Farms | Gilmore City, IA | Oct 2019 - Current | 4 |
| Woodbury Financial Services Inc. | Fort Dodge, IA | Aug 2020 - Aug 2023 | 3 |
| Automated Production Systems | Sioux City, IA | May 2017 - Oct 2019 | 2 |
| New Cooperative | Fort Dodge, IA | May 2016 - Apr 2017 | < 1 |
| 4rivers Equipment | Greeley, CO | Jan 2016 - Apr 2016 | < 1 |
| Iowa State University | Ames, IA | Aug 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- IA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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