Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Irwin is a financial professional with over a decade of experience in the industry. Clayton currently works for LPL Financial LLC, and is registered to provide investment advice in 53 states. Clayton has also held previous positions at The Huntington Investment Company, J.P. Morgan Securities LLC, Nationwide Securities, LLC, and Nationwide Investment Services Corporation. Clayton holds the Series 6, 7, 24, 52, 53, 66 and 14 licenses. Clayton is also a Chartered Financial Consultant. Clayton provides financial planning, portfolio management, and other investment-related services to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
07/21/2021 - Present
LPL Financial LLC (FORT MILL SC)
OH
02/09/2017 - 06/09/2021
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
01/13/2016 - 02/16/2017
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
01/13/2014 - 09/02/2015
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
05/21/2010 - 01/13/2014
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 10/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/16/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/13/2013
Series 4 - Registered Options Principal Examination
BC
Issued 04/26/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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