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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Allison is a financial advisor who has been working in the industry since 2018. Clayton is registered with the state of Kansas as an Investment Advisor Representative. Clayton currently works for Prime Capital Financial, and has worked for Stifel, Nicolaus & Company, Incorporated and George K. Baum & Company. Clayton specializes in various areas including Retirement Planning, College Savings, and Estate Planning.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
08/13/2020 - Present
Prime Capital Financial (OVERLAND PARK KS)
MO
09/27/2019 - 06/08/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (KANSAS CITY MO)
MO
09/26/2018 - 09/27/2019
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
IA
Issued 08/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/05/2018
Series 50 - Municipal Advisor Representative Qualification Exam
Active
Inactive
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