linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Clayton Odell Borders

Tiaa-Cref Individual & Institutional Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Clayton? Claim Your Profile

About Clayton Odell Borders

Clayton Borders is an investment advisor representative who has been in the industry since 2016. Clayton currently works for TIAA-CREF Individual & Institutional Services, LLC, and is registered with the state of Tennessee. Clayton has also held previous positions with CUSO Financial Services, L.P. and Edward Jones. Clayton is registered to provide investment advice in 15 states, including Arkansas, Colorado, District of Columbia, Florida, Illinois, Kentucky, Maine, New Mexico, New York, North Carolina, South Carolina, Tennessee, Utah and Washington. Clayton holds Series 7, Series 66 and SIE licenses. Clayton primarily works with individual clients and high-net-worth individuals.

Firm Information

Clayton Borders is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Compensation from affiliates

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Clayton Borders’s Registration & Firm History

TN

12/13/2016 - Present

Tiaa-Cref Individual & Institutional Services, LLC (NASHVILLE TN)

TN

09/21/2016 - 12/01/2016

CUSO FINANCIAL SERVICES, L.P. (Old Hickory TN)

TN

12/23/2015 - 09/15/2016

EDWARD JONES (HENDERSONVILLE TN)

Not sure if Clayton Odell Borders is right for you?

Licenses & Designations

BOTH

Issued 01/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clayton Odell Borders.
Not sure if Clayton Odell Borders is right for you?