Clay AcerCRD 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 4 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.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Inspire Advisors, LLC
|Trinity Financial Advisors LLC||Columbus, OH||Oct 2017 - Current||4|
|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|
|Unemployed||Columbus, OH||Aug 2012 - Oct 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
Total Assets Under Management361MILLIONS
Total Number of Accounts853ACCOUNTS
Average Account Value$422,714
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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