Clinton Daniel Mccalla
Investment adviser representative at Wedmont Private Capital
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wedmont Private CapitalMay 2026 to now
- MeiraOct 2023 to May 2026
- Hightower Advisors LLCAug 2021 to Oct 2023
- Hightower Securities LLCAug 2021 to Oct 2023
- Fisher InvestmentsJul 2019 to Aug 2021
- Clinton Daniel Mccalla d/b/a Wealth Planning Company of TexasOct 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wedmont Private Capital
Legal name: Wedmont Private Capital, LLC
$3.4BAssets managed
498Clients
12Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6162847
- Firm CRD
- 305815