Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton McHoul is a financial advisor who has been in the industry since June 1, 2007. Clinton is currently registered with Cambridge Investment Research Advisors, Inc., and has been with the firm since April 2017. Prior to that, Clinton was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Clinton provides financial planning, pension consulting, educational seminars, market timing services, and portfolio management for individuals and businesses. Clinton is also an Independent Insurance Agent and a Charles River Bank employee.
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
MA
04/19/2017 - Present
Cambridge Investment Research Advisors, Inc. (Medway MA)
MA
10/23/2009 - 04/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEDFIELD MA)
RI
11/03/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
RI
02/22/2007 - 07/25/2008
EDWARD JONES (CUMBERLAND RI)
BOTH
Issued 04/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Clinton McHoul is the right advisor for you? Invested Better is here to help.
