Unclaimed
Clinton G. Smith is a financial advisor with over 8 years of experience in the financial services industry. Clinton holds the Series 65 license and is registered as an Investment Advisor Representative with Apollon Wealth Management, LLC in Pennsylvania. Clinton has a background in accounting and finance, and has worked in various roles at BDO USA LLP and Sevenbridge Financial Group, LLC. Clinton is a Certified Financial Planner and has a strong focus on providing financial planning and portfolio management services to individuals and families. Clinton is a member of the Boys and Girls Club of Harrisburg, Inc. board of directors and is an owner of Hidden Still Spirits Inc., and Midway Berkeley Springs LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/25/2021 - Present
Apollon Wealth Management, LLC (MECHANICSBURG PA)
IA
Issued 06/01/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Clinton Smith is the right advisor for you? Invested Better is here to help.