Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Boone is a financial advisor with World Investment Advisors, LLC, based in San Antonio, TX. Clayton has been in the industry since 2007 and holds the Series 7, Series 66, and SIE licenses. Clayton's primary focus is on providing financial planning and portfolio management services to individuals, businesses, and institutions. Clayton specializes in retirement planning, investment management, and estate planning. Clayton is also a Certified Financial Planner™ and a Chartered Financial Analyst.
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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TX
03/02/2023 - Present
World Investment Advisors, LLC (San Antonio TX)
TX
06/27/2014 - 03/27/2019
DFA SECURITIES LLC (AUSTIN TX)
TX
11/17/2008 - 05/21/2014
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
11/21/2007 - 09/11/2008
CHASE INVESTMENT SERVICES CORP. (LEWISVILLE TX)
TX
06/28/2007 - 11/15/2007
EDWARD JONES (DALLAS TX)
BOTH
Issued 07/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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