Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Robinson is a financial advisor with LPL Financial LLC. Clayton has been in the industry since 1994 and has been registered with LPL Financial LLC since 2008. Clayton is a licensed Investment Advisor Representative in Georgia and Texas and holds the Series 7, Series 63, and Series 65 licenses. Clayton has also passed the SIE exam. Previously, Clayton was a registered representative with SYNOVUS SECURITIES, INC. and INTERSTATE/JOHNSON LANE CORPORATION. Clayton has a variety of specializations, including portfolio management for individuals and businesses, financial planning, and pension consulting. Clayton offers consulting and other non-discretionary advisory services, in addition to financial planning. Clayton's experience and specializations suggest that Clayton is well-equipped to provide financial advice to individuals and businesses in Georgia and Texas.
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.
1
2
GA
02/15/2008 - Present
LPL Financial LLC (CARROLLTON GA)
GA
07/26/1996 - 02/21/2008
SYNOVUS SECURITIES, INC. (CARROLLTON GA)
NC
04/20/1994 - 07/22/1996
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 06/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Clayton Robinson is the right advisor for you? Invested Better is here to help.
