Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton Allen is a financial advisor with over 13 years of experience in the industry. Clinton has a strong background in financial planning and investment management. Clinton is currently registered with LPL Financial LLC. Previously, Clinton was employed at Ameriprise Financial Services, LLC, First Citizens Investor Services, Inc., and Edward Jones. Clinton holds the Series 7, Series 66, and SIE licenses. Clinton is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
TN
05/04/2022 - Present
LPL Financial LLC (COLUMBIA TN)
TN
02/28/2019 - 05/09/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Brentwood TN)
NC
09/20/2012 - 02/28/2019
FIRST CITIZENS INVESTOR SERVICES, INC. (ASHEVILLE NC)
NC
09/16/2011 - 10/05/2012
MORGAN STANLEY SMITH BARNEY (ASHEVILLE NC)
NC
05/19/2009 - 09/19/2011
EDWARD JONES (BLACK MOUNTAIN NC)
BOTH
Issued 05/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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