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 Thompson is a financial advisor with Lincoln Investment, a firm with over 17 billion dollars in regulatory assets under management. Clayton has been a financial advisor since 2014 and is registered with FINRA and the states of Alabama, Arizona, California, Florida, Georgia, Hawaii, Louisiana, Maryland, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wyoming. Clayton also works with Capital Analysts, another firm with a presence in the Jacksonville, Florida area. Clayton offers financial planning services, portfolio management for businesses and individuals, and other advisory services. Clayton specializes in financial planning for individuals, retirement planning, education planning, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
07/29/2021 - Present
Lincoln Investment (JACKSONVILLE FL)
FL
04/22/2015 - 04/26/2019
CHARLES SCHWAB & CO., INC. (JACKSONVILLE FL)
FL
03/28/2014 - 04/14/2015
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 09/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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