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Dennis Edward Carlton

WMD ASSET MANAGEMENT, LLC·PONTE VEDRA BEACH, Florida
Unclaimed Profile
814 A1A N, PONTE VEDRA BEACH, FL 32082CRD# 5926014Firm CRD# 156424
01

About

Dennis Edward Carlton is a registered financial advisor based in PONTE VEDRA BEACH, Florida, affiliated with WMD ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WMD ASSET MANAGEMENT, LLC
WMD ASSET MANAGEMENT, LLC
AUM
$299M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WMD ASSET MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5926014
Firm CRD# 156424
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dennis Edward Carlton offer?
Dennis Edward Carlton specializes in Retirement Planning, Wealth Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.
What are Dennis Edward Carlton's credentials?
Dennis Edward Carlton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Edward Carlton located?
Dennis Edward Carlton is based in PONTE VEDRA BEACH, Florida, working with WMD ASSET MANAGEMENT, LLC. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.
How does Dennis Edward Carlton charge for services?
Dennis Edward Carlton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WMD ASSET MANAGEMENT, LLC?
WMD ASSET MANAGEMENT, LLC has approximately 9 employees and manages $299M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PONTE VEDRA BEACH
William Matthew Daugherty — WMD ASSET MANAGEMENT, LLCDavid James Vigil — VIGIL WEALTH MANAGEMENT, LLCDaniel Lloyd Wildermuth — ASTERIA WEALTH LLCJan David Butensky — BUTENSKY & COHEN FINANCIAL SECURITY INCFrank Borden Hanes — BOWEN, HANES & CO INC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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