Unclaimed
Robert Michael Clinton is an investment advisor representative with Sowell Management. Robert has been a registered representative for 8 years. Prior to joining Sowell Management, Robert was employed at LPL FINANCIAL LLC and Great Valley Advisor Group, INC. Robert is also an attorney with a law practice that focuses on legal and financial advisory services. Robert holds Series 63, 65, 7 and SIE licenses and is registered with the state of Oklahoma. Robert has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations, and other businesses. Robert specializes in Financial Planning, Selection of Other Advisors, and Portfolio Management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OK
01/01/2025 - Present
Sowell Management (NORMAN OK)
OK
07/02/2014 - 03/14/2016
LPL FINANCIAL LLC (NORMAN OK)
BC
Issued 07/26/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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