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Clinton Wood Brookshire

Avantax Investment Services, Inc.

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About Clinton Wood Brookshire

Clinton Brookshire is a financial advisor in Dallas, TX. Clinton is a Registered Representative with Avantax Investment Services, Inc. Clinton's current employment began on August 9th, 2013. Clinton has been in the financial services industry since June 15th, 2010. Clinton has held prior positions at H.D. Vest Investment Services. Clinton holds the Series 7, Series 63, and Series 66 licenses. Clinton is registered with the state of Texas.

Firm Information

Clinton Brookshire is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Clinton Brookshire’s Registration & Firm History

TX

08/09/2013 - Present

Avantax Investment Services, Inc. (DALLAS TX)

TX

10/20/2011 - 08/31/2012

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

TX

08/05/2005 - 11/16/2007

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

BC

Issued 08/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clinton Wood Brookshire.
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