Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Bitting Aho has been a financial advisor for over 20 years. Clayton currently holds registrations with the state of Alabama and FINRA, and is an active Registered Investment Advisor with RFG Advisory, LLC. Clayton's experience includes positions with LPL FINANCIAL LLC, Ameriprise Financial Services, Inc., and Ameriprise Advisor Services, Inc. Clayton holds a Series 6, 7, 31, 63, and 65 license, as well as the SIE. Clayton is also a Chartered Financial Analyst. Clayton is a dedicated financial professional who is committed to providing clients with comprehensive financial advice and services. Clayton provides a wide range of financial services, including financial planning, investment management, and pension consulting. Clayton's goal is to help clients achieve their financial goals and objectives.
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.
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.
1
2
AL
02/10/2015 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
AL
02/06/2015 - 06/22/2018
LPL FINANCIAL LLC (VESTAVIA HILLS AL)
AL
10/05/2009 - 02/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
08/21/2000 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BIRMINGHAM AL)
IA
Issued 08/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Clayton Aho is the right advisor for you? Invested Better is here to help.
