Donald Eugene Wilson
Investment adviser representative at Calton & Associates, Inc.
12 yearsExperience
1 stateRegistered in
$1.6BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Calton & Associates, Inc.Jan 2024 to now
- Wilson Financial Services & StrategiesJun 2022 to now
- Donald E Wilson BooksSep 2014 to now
- MML Investors Services LLCAug 2023 to Jan 2024
- Mass Mutual Life Insurance CompanyJul 2023 to Jan 2024
- Ameritas Advisory Services, LLCApr 2022 to Aug 2023
- Ameritas Investment CorpSep 2020 to Aug 2023
- Ameritas Life Insurance CorpSep 2019 to Aug 2023
- Nylife Securities LLCMay 2019 to Jul 2019
- New York Life Insurance Co.Dec 2018 to Jul 2019
- AflacMar 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Calton & Associates, Inc.
$1.6BAssets managed
5,283Clients
134Advisers
17 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
- 7049977
- Firm CRD
- 20999