Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Fisher is a financial advisor with over 16 years of experience in the industry. Clayton has a broad range of experience, having previously worked for Wells Fargo Advisors, LLC. Clayton currently holds a Series 66, Series 31, and Series 7 license. Clayton's expertise includes financial planning and portfolio management for individuals and businesses. Clayton is a Certified Financial Planner and is currently registered with U.S. Capital Wealth Advisors, LLC and is also registered as an investment advisor in the state of Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
08/24/2005 - 03/08/2016
WELLS FARGO ADVISORS, LLC (DALLAS TX)
BOTH
Issued 10/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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