Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Dunkle is an investment advisor representative at Fermata Advisors. Clayton is a registered Investment Advisor in California. Clayton has been working in the financial services industry since 2016. Clayton has passed the Uniform Investment Adviser Law Examination. Clayton has experience working at Sonoma Wealth Advisors, Enso Wealth Management, Cline Family Cellar, California Polytechnical State University - San Luis Obispo, Mule Head Growers, North County Dry Wall and Middle School & High School.
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.
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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CA
07/25/2020 - Present
Fermata Advisors (Sonoma CA)
IA
Issued 07/25/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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