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Clayton Shackelford

Investment Adviser Representative at LPL Financial LLC

Jackson, TNCRD #7552791Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Clayton Shackelford is an investment adviser representative with LPL Financial LLC in Jackson, TN, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Tennessee.

Office

214 Oil Well Rd
Jackson, TN 38305

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Tennessee
Broker:
1 state or territory

Tennessee

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/23/2025
Series 7
General Securities Representative Examination
Passed 11/17/2025
SIE
Securities Industry Essentials Examination
Passed 9/20/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LPL Financial LLCCurrent
12/26/2025 – Jackson, TN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Appling Middle School
    Nov 2015 – May 2017Bartlett, TN
  2. Bartlett High School
    May 2017 – May 2021Bartlett, TN
  3. University of Memphis
    May 2021 – May 2025Memphis, TN
  4. Holliday Flowers and Events
    Aug 2021 – Apr 2022Memphis, TN
  5. Benchmark Wealth Management
    May 2022 – Nov 2022Memphis, TN
  6. Chick-Fil-A
    Dec 2022 – Aug 2023Bartlett, TN
  7. First Baptist Church of Covington
    May 2023 – Aug 2023Covington, TN
  8. Maximus Building Supply
    Sep 2023 – Oct 2024Memphis, TN
  9. Leaders Credit Union
    Dec 2024 – no end date reportedBartlett, TN
  10. LPL Financial
    Nov 2025 – no end date reportedBartlett, TN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LPL Financial LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
24,114
Offices listed on AdvisorFinder:
25
Main office:
Fort Mill, SC
SEC file number:
801-10970

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at LPL Financial LLC

Showing 12 of 24,114 in the directory

View LPL Financial LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Clayton Shackelford has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Clayton Shackelford (LPL Financial) - Fees & Credentials