Claire Thornton, financial advisor Huntington Beach CA

Claire Thornton

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Claire Thornton
Phone Number: 714-971-0663
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $496,982
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, PA

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