Valynda Ann Ewton
CFP®Professional Summary
Valynda Ann Ewton, CFP®, who also goes by Val Ewton, Valynda A. Ewton, was a registered financial advisor. Valynda was a previously registered financial professional and started their career in finance 1973 - 2024. Valynda had worked at 36 firms and has passed the Series 63, Series 7TO, Series 52TO, Series 79TO, Series 99TO, SIE, Series 1, Series 53, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Val Ewton, Valynda A. Ewton
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
53 years in the financial services industry
Current & Past Employments
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Current Firm
FIRST DALLAS SECURITIES INCORPORATED | FIRST DALLAS SECURITIES, INC.
Contact Information
Main Address
2905 Maple Avenue, Dallas, TX 75201Mailing Address
2905 Maple Avenue, Dallas, TX 75201Phone Number
(214) 954-1177Established
Texas since 10/20/1988Firm Type
CorporationFiscal Year End
JulyFirm Size
Small# of Employees
20SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
FINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
266AUM (Assets Under Management)
$335,711,026Disclosures
Regulatory Event
6Arbitration
1Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
FIRST DALLAS SECURITIES INCORPORATED | FIRST DALLAS SECURITIES, INC.
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 1 — Registered Representative Examination
Passed Apr 1973Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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