Clayton Squier (CRD# 6808003) is an Investment Advisor Representative working at D.a. Davidson & Company in Grand Junction, CO and has over 6 years of experience in the finance industry.
CRD# 6316143
Ameriprise Financial Services, LLC
CRD# 6185544
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1580169
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.a. Davidson & Company | Grand Junction, CO | May 2021 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Grand Junction, CO | Jun 2017 - May 2021 | 3 |
| Best Buy | Phoneix, AZ | Oct 2014 - May 2017 | 2 |
| Murdoch's Home And Ranch | Grand Junction, CO | May 2016 - Aug 2016 | < 1 |
| Murdoch's Home And Ranch | Grand Junction, CO | May 2015 - Aug 2015 | < 1 |
| Grand Canyon University | Phoenix, AZ | Sep 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- CO
- TX
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Total Assets Under Management27,925MILLIONS
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Total Number of Accounts81,264ACCOUNTS
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Average Account Value$343,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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