Linda Clarkson (CRD# 4200507) is an Investment Advisor Representative working at Sequent Planning, LLC in Medford, OR and has over 23 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 5732470
Diversify Advisory Services, LLC
CRD# 4913338
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequent Planning, LLC | Medford, OR | Oct 2017 - Current | 6 |
| Futurity First Insurance Group | Medford, OR | Jun 2013 - Current | 10 |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Aug 2015 - Oct 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- OR
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Total Assets Under Management373MILLIONS
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Total Number of Accounts4,279ACCOUNTS
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Average Account Value$87,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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