Unclaimed
Clayton Liscom is an investment advisor representative with Veracity Capital LLC. Clayton has been in the industry since 1997 and holds the Series 7, Series 8, Series 16, Series 63 and Series 65 licenses. Clayton specializes in providing financial planning and portfolio management services to individuals and corporations. Clayton has experience working with high-net-worth individuals and corporations. Clayton has a strong track record of success in helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial 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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GA
12/17/2021 - Present
Veracity Capital LLC (ATLANTA GA)
FL
12/05/2007 - 11/14/2018
MERCER ALLIED COMPANY, L.P. (WEST PALM BEACH FL)
NY
09/22/2003 - 12/10/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
05/17/1999 - 06/24/2004
MERCER ALLIED COMPANY, L.P. (COHOES NY)
CT
10/27/1997 - 10/26/1998
ADVEST, INC. (HARTFORD CT)
TN
09/22/1997 - 10/31/1997
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
10/07/1994 - 05/22/1997
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 10/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1995
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 09/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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