Unclaimed
Clinton Hancock Coleman is a financial advisor who has been in the industry since 1985. He is currently registered with LPL Financial LLC and holds a Series 7, Series 63, and Series 66 license. Clinton has a strong track record of success in the financial services industry and is committed to providing his clients with personalized financial advice. He has a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. Clinton is a registered representative of LPL Financial LLC. He has been with LPL since 2007. LPL Financial LLC is a leading independent broker-dealer and financial advisor. The firm provides a wide range of financial products and services to individual and institutional clients.
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
OR
10/11/2016 - Present
LPL Financial LLC (CANBY OR)
OR
09/11/1995 - 12/19/2007
EDWARD JONES (WEST LINN OR)
MO
05/13/1986 - 09/15/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/19/1985 - 05/09/1986
NATIONAL SECURITIES CORPORATION
BOTH
Issued 12/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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