Christopher Clayton (CRD# 2847466) is an Investment Advisor Representative working at Cornerstone Advisory in Mandeville, LA and has over 20 years of experience in the finance industry.
CRD# 4945227
Second Line Capital, LLC
CRD# 5987927
Osaic Wealth, Inc.
CRD# 2798030
Wealthharbor Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ohio National Life Insurance | Cincinnati, OH | May 2002 - Current | 21 |
| The O.n. Equity Sales Company | Cincinnati, OH | Aug 2002 - Aug 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- LA
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts228ACCOUNTS
-
Average Account Value$63,233
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
LA, TX
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