Clinton McCalla, financial advisor Austin TX
93 score

Clinton McCalla

CRD Number: 6162847
Current Firm: Wealth Planning Company Of Texas

Clinton McCalla (CRD# 6162847) is an Investment Advisor Representative working at Wealth Planning Company Of Texas in Austin, TX and has over 4 years of experience in the finance industry. Clinton McCalla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Clinton Daniel Mccalla D/b/a Wealth Planning Company Of Texas Austin, TX Oct 2016 - Current 1
The Lubitz Financial Group Miami, FL Mar 2014 - Sep 2016 2
D.r. Saur Financial, Inc. Dallas, TX Aug 2012 - Jan 2014 1
Unemployed Mckinney, TX Dec 2011 - Aug 2012 < 1
School Greenville, TX Jan 2003 - Dec 2011 8
Fox, Joss, And Yankee Reston, VA May 2011 - Aug 2011 < 1
Tyler Technologies Lubbock, TX Sep 2008 - Dec 2010 2
Smooth Fusion Lubbock, TX Dec 2007 - May 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Clinton D. McCalla
Phone Number: (903) 456-4838
Firm Website:
Registered State(s):
  • TX
Current Firm Details
Wealth Planning Company Of Texas
Firm's CRD Number: 285758
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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