Unclaimed
Clayton Palla is a financial consultant with Florida Financial Advisors, LLC, located in Orlando, FL. Clayton is registered as a Registered Representative in Florida. Clayton holds the Series 65 license. Clayton has been in the financial services industry since October 2024. Prior to joining Florida Financial Advisors, LLC, Clayton held positions at Peacock Ford, Kelley Education services, Bowles Enterprise, and Lowes Hardware. Clayton provides investment advisory services for high net worth individuals and other individuals.
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.
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.
2% of net worth or assets for financial planning clients
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2
FL
10/15/2024 - Present
Florida Financial Advisors, LLC (Orlando FL)
Active
Inactive
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