Clint Muirhead, financial advisor Fort Worth TX

Clint Muirhead

CRD Number: 5363261
Current Firm: Cetera Investment Advisers LLC

Clint Muirhead (CRD# 5363261) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Worth, TX and has over 16 years of experience in the finance industry. Clint Muirhead 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
Ceter Investment Services LLC St Cloud, MN Jun 2019 - Current 4
Cetera Investment Advisers LLC Fort Worth, TX Jun 2019 - Current 4
Aig Houston, TX May 2017 - Current 6
Children's Charities Of Fort Worth Fort Worth, TX May 2015 - Current 8
Foresters Financial Services Fort Worth, TX Apr 2017 - Jun 2019 2
Foresters Advisory Services LLC Fort Worth, TX Apr 2013 - Jun 2019 6
Foresters Financial Fort Worth, TX Sep 2015 - Apr 2017 1
First Investors Corporation Fort Worth, TX Feb 2015 - Sep 2015 < 1
First Investors Corporation Fort Worth, TX Jan 2014 - Feb 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Apr 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Clint D. Muirhead
Phone Number: 310-257-7880
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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

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