Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clovis? Claim Your ProfileClovis Waylon Van houten is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Clovis has been in the industry since 1999 and has experience in providing financial advice to individuals and businesses. Clovis holds licenses to sell insurance. Clovis also works as an insurance agent focused on Medicare choices. Previous employment includes LPL Financial LLC and Summit Brokerage Services, Inc. Clovis holds a Series 6, Series 26, Series 63 and Series 65 licenses. Clovis has a strong commitment to helping clients reach 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.
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
TX
03/10/2023 - Present
Cambridge Investment Research Advisors, Inc. (Beaumont TX)
TX
06/19/2019 - 07/14/2022
LPL FINANCIAL LLC (BEAUMONT TX)
TX
10/27/2016 - 06/24/2019
SUMMIT BROKERAGE SERVICES, INC. (PORT NECHES TX)
TX
12/05/2014 - 10/28/2016
SECURITIES AMERICA, INC. (WEST ORANGE TX)
TX
02/15/2005 - 12/18/2014
SWS FINANCIAL SERVICES, INC. (ORANGE TX)
GA
05/06/1999 - 02/09/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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