Clinton Kane (CRD# 5352683) is an Investment Advisor Representative working at Kane Financial in Waterville, NY and has over 16 years of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 6544193
Leigh Baldwin & Company, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kane Financial | Waterville, NY | Nov 2017 - Current | 6 |
Cadaret, Grant & Company, Inc. | Utica, NY | Apr 2012 - Nov 2017 | 5 |
Strategic Financial Services | Utica, NY | Mar 2012 - Nov 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- NY
- TX
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts506ACCOUNTS
-
Average Account Value$87,662
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NY, TX
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