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Clinton Bruce Mortensen

Vanguard Marketing Corp.

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About Clinton Bruce Mortensen

Clinton Mortensen is a financial advisor in Scottsdale, Arizona. Clinton has been in the financial services industry since 1998. Clinton is currently registered with Vanguard Marketing Corp. Clinton has a Series 6, Series 63, and SIE licenses. Clinton is licensed in 53 states and has over 20 years of experience in the financial services industry.

Firm Information

Clinton Mortensen is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

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.

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.

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Clinton Mortensen’s Registration & Firm History

AZ

04/20/2017 - Present

Vanguard Marketing Corp. (SCOTTSDALE AZ)

AZ

10/09/1998 - 12/12/2013

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

KS

06/15/1998 - 10/02/1998

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 05/03/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clinton Bruce Mortensen.
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