David Catron, financial advisor Dallas TX
96 score

David Catron

CRD Number: 5300103
Current Firm: Frontier Investment Management Co

David Catron (CRD# 5300103) is an Investment Advisor Representative working at Frontier Investment Management Co in Dallas, TX and has over 10 years of experience in the finance industry.

Similar Advisors
Ryan Kruger, CFA, financial advisor Dallas TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Robert Hrnicek, financial advisor Dallas TX
Robert L. Hrnicek
CRD# 4463519
Wells Fargo Advisors Financial Network, LLC
Score
103
Similar Advisors
Prof. Dr. Geoffrey VanderPal DBA, MBA, CFP®, financial advisor Dallas TX
Prof. Dr. Geoffrey A. VanderPal DBA, MBA, CFP®
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
Professional Designations
Company Name Location Dates Years
Frontier Investment Management Co Dallas, TX Sep 2017 - Current < 1
Usaa Financial Planning Services Addison, TX Nov 2009 - Aug 2017 7
Usaa Financial Advisors Inc. Addison, TX Nov 2009 - Aug 2017 7
Next Financial Group Inc. Roseville, CA Nov 2007 - Nov 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for David P. Catron
Phone Number: 972-934-2590
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,852
    MILLIONS
  • Total Number of Accounts
    2,650
    ACCOUNTS
  • Average Account Value
    $698,952
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MN, MO, MS, MT, NC, NE, NM, NV, NY, OK, OR, PA, SC, TN, TX, VA, VI, WA

Ready to hire a financial advisor? Get competitive proposals from David Catron and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.