AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CB

Clayton Bryant Moyer

Texas·CRD #5525457
IA Rep

Investment Adviser Rep at AVIDIAN WEALTH SOLUTIONS

Experience
18 yrs
States
1
Exams
1
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CC

Clayton Cade McKenzie

Texas·CRD #6970637
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
CC

Clayton Charles Walters

Indiana·CRD #4356880
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Flat Fee
View profile
CC

Clayton Cohen

Connecticut·CRD #6423147
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
2
Exams
5
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Clayton Collier

Oklahoma·CRD #7495601
Dual-registered

Dual-registered at VERUS CAPITAL PARTNERS, LLC

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
CC

Clayton C Toner

Kentucky·CRD #7933468
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Clayton D Kimbrew

Texas·CRD #6694238
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Clayton D Maloy Jr

Florida·CRD #6074605
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Clayton Douglas Turner

Kansas·CRD #5072692
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
21 yrs
States
2
Exams
5
Since
2005
Est. fee
AUM / Hourly
Minimum
$25k
View profile
CD

Clayton Drew Irwin

Ohio·CRD #5778659
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
1
Exams
9
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CF

Clayton Franklin

Michigan·CRD #7379801
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
2
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CF

Clayton Franklin Jackson

Georgia·CRD #2520920
IA Rep

Investment Adviser Rep at ZWJ INVESTMENT COUNSEL INC

Experience
37 yrs
States
2
Exams
1
Since
1989
Fee
AUM / Flat Fee
Minimum
$1.0M
View profile
CF

Clayton Fredrick Hoyle II

California·CRD #7529360
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Clayton Hardy Blanton Jr

California·CRD #4438997
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
25 yrs
States
3
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Clayton Houston Miller

Texas·CRD #5736988
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CJ

Clayton James Gonzalez

Illinois·CRD #6496164
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Clayton James Winkler

Florida·CRD #4348246
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
3
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CJ

Clayton Jarrell

Tennessee·CRD #7009871
IA Rep

Investment Adviser Rep at LINSCOMB WEALTH, INC.

Experience
1 yrs
States
2
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
CJ

Clayton Jeffrey Caupp

Arizona·CRD #7262934
IA Rep

Investment Adviser Rep at TFO FAMILY OFFICE PARTNERS

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CJ

Clayton Jeffrey Saltijeral

Illinois·CRD #4157556
Dual-registered

Dual-registered at COPELAND CAPITAL MANAGEMENT, LLC

Experience
25 yrs
States
1
Exams
7
Since
2001
Fee
AUM
View profile
CJ

Clayton J Lawrence

North Carolina·CRD #8141011
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Clayton John Funnell

Alabama·CRD #5821405
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
16 yrs
States
11
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CJ

Clayton John Holthaus

Arizona·CRD #7238398
IA Rep

Investment Adviser Rep at GK WEALTH MANAGEMENT LLC

Experience
6 yrs
States
7
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Clayton Johnson

Colorado·CRD #4937760
Dual-registered

Dual-registered at SEI INVESTMENTS MANAGEMENT CORP

Experience
6 yrs
States
2
Exams
5
Since
2020
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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.

Financial Advisors - Page 676 | AdvisorFinder