Unclaimed
Clinton Vance Griffis is a financial advisor with over 6 years of experience in the industry. Clinton has a strong understanding of financial markets and has a proven track record of success. He is a registered representative with Cambridge Investment Research Advisors, Inc. and holds the Series 66, Series 24, Series 7, and SIE licenses. Clinton is committed to providing personalized financial advice to help clients achieve their goals. He specializes in helping clients with retirement planning, investment management, and insurance planning. Clinton is also a strong advocate for financial literacy and education. He believes that everyone should have access to the knowledge and resources they need to make informed financial decisions.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
06/20/2022 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
IA
01/28/2016 - 07/01/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 04/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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