Charles Clemons, financial advisor Mattson IL

Charles Clemons

CRD Number: 2950561
Current Firm: Lexus Wealth Management

Charles Clemons (CRD# 2950561) is an Investment Advisor Representative working at Lexus Wealth Management in Mattson, IL and has over 26 years of experience in the finance industry.

Company Name Location Dates Years
Lexus Wealth Management Omaha, NE Mar 2023 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Matteson, IL Dec 2009 - Current 14
Evergreen Capital Management Omaha, NE Dec 2014 - Mar 2023 8
Waddell & Reed, Inc. Matteson, IL Dec 2009 - Dec 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for Charles Clemons
Phone Number: 402-454-7222
Registered State(s):
  • IL
  • TX
Current Firm Details
Lexus Wealth Management
Firm's CRD Number: 325200
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $68,973
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

GA, IL, NE, TX

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