Unclaimed
Clayton Crowell is a financial advisor with First Command Advisory Services, a firm with over $10 billion in assets under management. Clayton has a broad range of experience in the financial services industry and is committed to providing personalized financial advice to clients. Clayton has a Series 63, Series 6TO, and SIE licenses. Clayton's experience includes working with a variety of clients, including individuals, corporations, 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.
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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AZ
09/25/2024 - Present
First Command Advisory Services (Sierra Vista AZ)
BC
Issued 08/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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