Clayton Buchanan, financial advisor Dixon KY

Clayton Buchanan

CRD Number: 7380562
Current Firm: Lpl Financial LLC

Clayton Buchanan (CRD# 7380562) is an Investment Advisor Representative working at Lpl Financial LLC in Dixon, KY and has 1 year of experience in the finance industry.

Similar Advisors
Matthew Arnett, financial advisor Dixon KY
Matthew S. Arnett
CRD# 4579093
Arnett Financial Group
Similar Advisors
Heather Bacon, financial advisor Dixon KY
Heather N. Bacon
CRD# 4858387
Robert W. Baird & Company Incorporated
Similar Advisors
Beau Blemker, financial advisor Dixon KY
Beau Blemker
CRD# 6271681
Edward Jones
Company Name Location Dates Years
Lpl Financial LLC Dixon, KY May 2023 - Current 1
United Community Bank Dixon, KY May 2023 - Current 1
Northwestern Mutual Investment Services LLC Evansville, IN Oct 2022 - May 2023 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2022 - May 2023 < 1
Unemployed Sebree, KY May 2022 - Sep 2022 < 1
Murray State University Murray, KY Aug 2018 - May 2022 3
Guidewise Financial Group Henderson, KY May 2021 - Aug 2021 < 1
Unemployed Sebree, KY May 2018 - Aug 2018 < 1
Webster County High School Dixon, KY Aug 2014 - May 2018 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2023
Contact Info for Clayton T. Buchanan
Phone Number: 704-733-3300
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.