Robert ClantonCRD Number: 1977924
Current Firm: H.d. Vest Advisory Services, Inc.
Robert Clanton (CRD# 1977924) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Irvine, CA and has over 27 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Helfman, Davis & Clanton Cpas, Apc||Mission Viejo, CA||Nov 2015 - Current||1|
|Clanton Financial Group||Irvine, CA||Sep 2004 - Current||13|
|H.d. Vest Advisory Services||Foothill Ranch, CA||Nov 1991 - Current||25|
|H.d. Vest Investment Services||Lake Forest, CA||Jul 1989 - Current||28|
|Clanton, Helfman & Radus Cpa's LLP||Lake Forest, CA||Aug 2004 - Dec 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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