Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Cheney is an Investment Advisor Representative at LPL Financial LLC. Clayton has been in the financial services industry since 2011. Clayton is licensed to provide investment advisory services in Arkansas, Illinois, Iowa, Nebraska, Nevada, Texas, and Wisconsin. Clayton has passed the Series 63, Series 65, Series 7, and SIE exams. Clayton is registered as a representative with LPL Financial LLC and Royal Alliance Associates, Inc. Clayton has experience working with various client types, including individuals, high-net-worth individuals, corporations, charitable organizations, and retirement plans. Clayton is a member of the Central Financial Group. Clayton provides financial planning, portfolio management, and consulting services.
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.
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2
IA
04/14/2020 - Present
LPL Financial LLC (JOHNSTON IA)
IA
11/02/2018 - 04/17/2020
ROYAL ALLIANCE ASSOCIATES, INC. (JOHNSTON IA)
IA
02/03/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (JOHNSTON IA)
IA
03/14/2011 - 03/03/2017
AMERITAS INVESTMENT CORP. (HUXLEY IA)
IA
Issued 10/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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