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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hank? Claim Your ProfileHank Clayton is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Hank Clayton has been in the financial industry since 1999. Hank Clayton holds licenses in 42 states and 2 Investment Advisor licenses. Hank Clayton is a registered representative with FINRA and a registered investment advisor representative. Hank Clayton offers a variety of financial services, including investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Hank Clayton is committed to providing personalized financial advice to help clients 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.
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.
Investment consulting services to institutional clients
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
OR
03/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LAKE OSWEGO OR)
OR
01/03/2011 - 03/03/2023
WELLS FARGO CLEARING SERVICES, LLC (LAKE OSWEGO OR)
OR
02/11/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
OR
04/28/2005 - 01/30/2008
PHILLIPS & COMPANY (PORTLAND OR)
OR
04/05/2004 - 04/26/2005
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
OR
10/02/2003 - 03/31/2004
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
OR
01/04/2001 - 03/20/2001
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
OR
02/10/2000 - 03/08/2001
WILLAMETTE SECURITIES, INC. (PORTLAND OR)
OR
03/14/1997 - 01/19/2000
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
IA
Issued 07/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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