ADVISOR BIO

Claudio Enriquez is a financial advisor registered with Morgan Stanley. Claudio has been in the industry since February 2001. Claudio is registered in 39 states for Broker Check and 2 states for Investment Advisor Check, with his primary location in San Jose, California. Claudio is registered with Morgan Stanley since June 2009.

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ADVISOR BIO

Claudio Emanuel Boroica is a financial advisor with Wells Fargo Clearing Services, LLC. Claudio has been in the financial services industry since 2008 and holds licenses to offer securities and investment advice in multiple states. He has also passed the Series 7 and Series 66 exams and is registered as a Registered Representative with the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Claudio Tarchi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Claudio has been in the industry since 1983, with previous employment at Bank of America, N.A. in San Francisco, CA. Claudio is a registered representative in 24 states.

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ADVISOR BIO

Clay Campbell is a Registered Representative and Investment Advisor Representative associated with Planmember Securities Corp. with over 6 years of experience in the financial industry. Clay has a Series 6, Series 63, Series 65 and SIE licenses. Clay holds a current registration with Texas for both Broker-Dealer and Investment Advisor activities. Clay also holds registrations in Alabama, Arkansas, Florida, Iowa, Maryland, Virginia. Clay offers portfolio management, financial planning, educational seminars, and other advisory services to clients.

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ADVISOR BIO

Clay Harrison Evans is a financial advisor with Stifel, Nicolaus & Company, Inc. Clay has over 20 years of experience in the financial industry, working with clients to develop and implement financial plans. Clay has a wide range of experience in providing financial advice and services, including investment management, financial planning, and retirement planning. Clay is committed to providing his clients with personalized service and helping them achieve their financial goals. Clay is registered to provide investment advice in 42 states and holds Series 7, 9, 10, 31, 63, and 66 licenses. Clay is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

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ADVISOR BIO

Clay Edward Morris is an investment advisor representative associated with LPL Financial LLC and has been in the industry since April 2016. Clay is registered with the state of California and holds Series 66, Series 7, and SIE licenses. Clay has a branch office location in Seal Beach, California. LPL Financial LLC has over $463 billion in regulatory assets under management and has offices nationwide.

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ADVISOR BIO

Clay Stafford is an investment advisor representative at Newfront Retirement Services, Inc. Clay has been in the industry since December 2002 and has been associated with Newfront Retirement Services, Inc. since December 2014. Clay previously worked for ABD Retirement Services, Inc., Financial Telesis Inc and Wells Fargo Insurance Services Investment Advisors, Inc. Clay is registered with the state of California to provide investment advisory services. Clay has obtained the Series 6, Series 63, Series 65, and SIE licenses. Clay offers advisory services for pension consulting.

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ADVISOR BIO

Clay Beccue is a Registered Investment Advisor at Presidio Financial Advisors LLC in Santa Barbara, California. Clay specializes in providing financial advice to individuals and businesses. Clay has been in the financial services industry since 2013 and has a deep understanding of the investment landscape. Clay is a Chartered Financial Analyst (CFA) and is committed to providing his clients with the highest quality of service.

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ADVISOR BIO

Clay Harry Eschrich is a registered representative with Madison Avenue Securities, LLC and has been in the industry since February 1996. Clay is a licensed investment advisor with the firm and has experience in financial planning, pension consulting, and portfolio management for businesses and individuals. Clay has held previous roles with Allianz Life Financial Services, LLC, Questar Capital Corporation, USAllianz Securities, Inc., Pruco Securities Corporation and The Prudential Insurance Company of America. Clay specializes in providing investment advice and strategies to individuals and institutions.

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ADVISOR BIO

Clay Worthington Kinnard is a financial advisor with Perigon Wealth Management, LLC based in San Francisco, CA. Clay has experience in the financial services industry and holds the Series 66, SIE and Series 7 licenses. Clay has experience working with a wide range of clients including individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Clay offers financial planning, portfolio management, pension consulting, and selection of other advisors services.

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