Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Monroe Holcomb is a financial advisor with over 30 years of experience in the financial services industry. Clayton is currently registered with Mutual Advisors, LLC, and is also a Registered Representative with FINRA. Clayton specializes in providing financial planning, portfolio management, and hourly consulting services to individuals and businesses. Clayton is a Chartered Financial Consultant and has earned Series 6, 7, 63, and 66 securities licenses. Clayton has a long history in the financial services industry, having previously worked at LPL Financial LLC, Wealth Advisory Group, Inc., Mutual Securities, Inc., and Northwestern Mutual Investment Services, LLC. Clayton's clients include high-net-worth individuals, businesses, and pension plans. Clayton has a strong commitment to providing personalized service and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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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2
CA
02/07/2023 - Present
Mutual Advisors, LLC (Roseville CA)
CA
12/13/2006 - 11/09/2016
LPL FINANCIAL LLC (ROSEVILLE CA)
CA
09/29/1987 - 12/18/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ROSEVILLE CA)
WI
09/14/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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