Clinton Coldren (CRD# 6814335) is an Investment Advisor Representative working at Lpl Financial LLC in Belle Chasse, LA and has over 2 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Belle Chasse, LA | Oct 2022 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | Metairie, LA | Apr 2022 - Oct 2022 | < 1 |
| Raymond James Financial Services, Inc. | Metairie, LA | Jul 2021 - Oct 2022 | 1 |
| Impera Wealth Management, LLC | Metairie, LA | Jun 2019 - Oct 2022 | 3 |
| Financial Consulting Group | Metairie, LA | Aug 2018 - May 2019 | < 1 |
| Tulane University | New Orleans, LA | Jan 2015 - May 2019 | 4 |
| Raymond James Financial Services | Bellaire, TX | Jun 2018 - Aug 2018 | < 1 |
| Catamount Financial Advisors | Burlington, VT | Jun 2017 - Jun 2017 | < 1 |
| Kid Gloves, Inc. | New Orleans, LA | Jun 2016 - Aug 2016 | < 1 |
| Kid Gloves, Inc. | New Orleans, LA | Jun 2015 - Aug 2015 | < 1 |
| Rollins College | Winter Park, FL | Aug 2014 - Dec 2014 | < 1 |
| Unemployed | New Orleans, LA | Jun 2014 - Aug 2014 | < 1 |
| Isidore Newman School | New Orleans, LA | Sep 2004 - May 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- LA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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