Unclaimed
Clinton Cameron Coldren is a financial advisor with LPL Financial LLC. Clinton is a Certified Financial Planner and has been working in the financial services industry for over 7 years. Clinton is registered with the Securities and Exchange Commission and holds the Series 7, Series 66 and SIE licenses. Clinton is also registered to conduct business in the states of Arkansas, California, Louisiana and New York. Clinton has a diverse background in financial services, having worked for several firms before joining LPL Financial. Prior to joining LPL Financial, Clinton was a Financial Advisor at Raymond James Financial Services, Inc.
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
LA
10/25/2022 - Present
LPL Financial LLC (BELLE CHASSE LA)
LA
07/13/2021 - 11/16/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (METAIRIE LA)
BOTH
Issued 04/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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