Cassie Clayton (CRD# 6293123) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 3 years of experience in the finance industry.
CRD# 1989045
Bullseye Investment Management, LLC
Score
108
CRD# 4780124
Lang Advisors LLC
Score
106
CRD# 5594136
Opus Capital Group, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Covington, KY | Jan 2014 - Current | 3 |
| Children Inc. | Covington, KY | Sep 2013 - Jan 2014 | < 1 |
| Almost Family | Edgewood, KY | Jul 2013 - Jan 2014 | < 1 |
| Outback Steakhouse | Crescent Springs, KY | Jul 2012 - Aug 2013 | 1 |
| Cenage Learning | Independence, KY | May 2012 - Jun 2012 | < 1 |
| Brio Tuscan Grille | Newport, KY | Jul 2010 - May 2012 | 1 |
| Children Inc. | Covington, KY | Oct 2011 - Dec 2011 | < 1 |
| Montgomery Inn | Ft. Mitchell, KY | Oct 2009 - Jan 2011 | 1 |
| Unemployed | Erlanger, KY | May 2009 - Sep 2009 | < 1 |
| Dixie Heights High School | Ft. Mitchell, KY | Aug 2005 - May 2009 | 3 |
| Dewey's Pizza | Crestview Hills, KY | Aug 2008 - Oct 2008 | < 1 |
| Children Inc. | Covington, KY | Jan 2008 - May 2008 | < 1 |
| Greyhound Tavern | Ft. Mitchell, KY | Sep 2007 - Jan 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
| S63 | Uniform Securities State Law Examination | Apr 2014 |
- KY
- TX
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Total Assets Under Management236,390MILLIONS
-
Total Number of Accounts619,100ACCOUNTS
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Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV
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