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+)
CK

Clayton Keith Flathers

Texas·CRD #1665546
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
1
Exams
8
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CK

Clayton Keyes

Texas·CRD #7260888
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
4 yrs
States
1
Exams
3
Since
2022
Fee
AUM / Hourly / Flat Fee
View profile
CK

Clayton K Shum

California·CRD #4412927
Dual-registered

Dual-registered at AEGIS CAPITAL CORP.

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Hourly
View profile
CL

Clayton Lee Wise

North Carolina·CRD #7074405
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Clayton Lynn Rivera

Texas·CRD #7991715
Dual-registered

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

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Clayton Martin Perkins

Washington·CRD #3275110
Dual-registered

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

Experience
26 yrs
States
1
Exams
9
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Clayton Matthew Janson

Arizona·CRD #4773118
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Clayton Michael Reynolds

Ohio·CRD #6117316
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CM

Clayton Millsaps Roell

Georgia·CRD #6500420
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Clayton Mitchell St George

Minnesota·CRD #2030901
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CN

Clayton Niles Buchanan

California·CRD #6791451
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Clayton Pierce Owen

Georgia·CRD #7891903
IA Rep

Investment Adviser Rep at THE BURNEY COMPANY

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Flat Fee
Minimum
$750k
View profile
CR

Clayton R. Deimund

Missouri·CRD #7893186
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Clayton Robert Benway

Minnesota·CRD #5707618
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
7 yrs
States
1
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CR

Clayton Robert Gibson

California·CRD #3258932
Dual-registered

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

Experience
27 yrs
States
2
Exams
3
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Clayton Robert Sebastian

Michigan·CRD #7789367
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
CS

Clayton Scott Johnson

Texas·CRD #6665357
IA Rep

Investment Adviser Rep at SAVVY

Experience
10 yrs
States
2
Exams
1
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CS

Clayton Shawn Gibson

Georgia·CRD #2629166
Dual-registered

Dual-registered at LIQUID STRATEGIES, LLC

Experience
21 yrs
States
2
Exams
7
Since
2005
Est. fee
AUM
Minimum
$1.0M
View profile
CT

Clayton Thomas Alva Young

Kansas·CRD #7035548
Dual-registered

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

Experience
7 yrs
States
3
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Clayton Wade Claunch

Texas·CRD #6204485
Dual-registered

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

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Clayton Wayne Reed

Idaho·CRD #6928757
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Fee
AUM / Other
View profile
CW

Clayton Wilhelm

New York·CRD #8091170
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CW

Clayton Wyatt Stike

West Virginia·CRD #7940540
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CW

Clay W Triplett Jr

Florida·CRD #5932867
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
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 677 | AdvisorFinder