Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Edward Cook is an Investment Advisor Representative at Capsouth Wealth Management. Clayton is licensed in Georgia. Clayton has been in the industry since November 2022, and has experience working at CapSouth Partners Inc and Redeemer City to City. Clayton is Series 65 licensed and has expertise in financial planning, pension consulting, educational seminars, and selection of other advisors.
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
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.
Percentage of net worth
1
2
GA
03/30/2023 - Present
Capsouth Wealth Management (Atlanta GA)
IA
Issued 12/01/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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