Dana Clay, financial advisor Silverdale WA

Dana Clay

CRD Number: 6004142
Current Firm: First Command Advisory Services

Dana Clay (CRD# 6004142) is an Investment Advisor Representative working at First Command Advisory Services in Silverdale, WA and has over 12 years of experience in the finance industry.

Similar Advisors
Jeffrey Janeway, financial advisor Silverdale WA
Jeffrey C. Janeway
CRD# 6533806
Harbour Investments, Inc.
Similar Advisors
Angela Jolley, financial advisor Silverdale WA
Angela M. Jolley
CRD# 4337938
Aspire Capital Advisors LLC
Similar Advisors
Nina Abelman, financial advisor Silverdale WA
Nina L. Abelman
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
First Command Advisory Services Fort Worth, TX Dec 2015 - Current 8
N/a Port Orchard, WA Sep 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Dana J. Clay
Phone Number: 817-731-8621
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    17,482
    MILLIONS
  • Total Number of Accounts
    107,959
    ACCOUNTS
  • Average Account Value
    $161,929
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
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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Dana Clay and other 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.