Claire ThorntonCRD Number: 6504702
Current Firm: Inspired Financial
Claire Thornton (CRD# 6504702) is an Investment Advisor Representative working at Inspired Financial in Huntington Beach, CA and has over 4 years of experience in the finance industry. Claire Thornton 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Inspired Financial||Huntington Beach, CA||Apr 2020 - Current||1|
|The Strategic Financial Alliance||Atlanta, GA||Jun 2018 - Mar 2020||1|
|Carnegie Wealth Management, LLC||Exton, PA||Jun 2018 - Mar 2020||1|
|Merrill Lynch, Pierce, Fenner & Smith||Philadelphia, PA||Jul 2017 - Jun 2018||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pennington, NJ||Jul 2016 - Jul 2017||1|
|Merrill Lynch, Pierce, Fenner & Smith||Pennington, NJ||Jun 2016 - Aug 2016||< 1|
|Muhlenberg College||Allentown, PA||Sep 2014 - May 2016||1|
|Muhlenberg College||Allentown, PA||Aug 2012 - May 2016||3|
|Bank Of America||Pennington, NJ||Jun 2015 - Aug 2015||< 1|
|Muhlenberg College||Allentown, PA||Sep 2012 - Sep 2013||1|
|Richboro Middle School||Richboro, PA||Sep 2008 - Aug 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2017|
Total Assets Under Management247MILLIONS
Total Number of Accounts497ACCOUNTS
Average Account Value$496,982
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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