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TD Ameritrade Institutional Accounts

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Office: 512-498-7526

9442 North Capital of Texas Highway

Plaza One Suite 500

Austin, TX 78759

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser.
Investment advisory services offered through Planning Works Advisory Inc., a Registered Investment Adviser.
Planning Works Advisory Inc. and Planning Works, Inc. are separate entities and are not owned or controlled by Calton & Associates, Inc.

We have Registered Representatives currently registered to sell securities products in CA, GA, IL, MD, OH, OR, PA, SC, TN and TX. We also have Representatives licensed to offer insurance products in CA, OH, PA, SC, TN and TX. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in with our Representatives are properly registered/licensed.

PWA Form CRS (March 2022)
PWA Form ADV Firm Brochure (February 2023)
Calton Form CRS