Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Wood is an investment advisor representative associated with Cambridge Investment Research Advisors, Inc. Clayton is a Certified Financial Planner and has been in the industry for over 10 years. Clayton has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Clayton provides financial planning, pension consulting, and educational seminars. Clayton also offers portfolio management for businesses and individuals. Clayton has worked for several financial institutions including The Leaders Group, Inc., Wells Fargo Advisors Financial Network LLC, Linden Thomas and Company Securities LLC, and The Vanguard Group, Inc. Clayton is licensed in South Carolina.
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.
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.
Solicitation fees from 3rd party money managers
1
2
SC
08/12/2024 - Present
Cambridge Investment Research Advisors, Inc. (Mount Pleasant SC)
CO
03/06/2019 - 12/31/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
06/18/2018 - 03/05/2019
LINDEN THOMAS AND COMPANY SECURITIES, LLC (CHARLOTTE NC)
NC
04/25/2018 - 06/20/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)
NC
08/14/2017 - 03/19/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 08/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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