Clay Acer, financial advisor Columbus OH

Clay Acer

CRD Number: 6112873
Current Firm: Trinity Financial Advisors LLC

Clay Acer (CRD# 6112873) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 6 years of experience in the finance industry. Clay Acer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Trinity Financial Advisors LLC Columbus, OH Oct 2017 - Current 6
Wallick Communities Columbus, OH Mar 2016 - Oct 2017 1
Wealthstone Columbus, OH Sep 2015 - Dec 2015 < 1
Cardinal Health Dublin, OH Nov 2012 - Aug 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2018
Contact Info for Clay J. Acer
Phone Number: 614-848-7667
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    487
    MILLIONS
  • Total Number of Accounts
    982
    ACCOUNTS
  • Average Account Value
    $496,263
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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