Clayton VandenBossche
CRD Number: 5748677
Current Firm: Lpl Financial LLC
Compensation Model: Both
I began working in the financial services industry in 2005. As a Financial Advisor my focus is on developing custom tailored investment strategies for affluent and high-net-worth individuals, their families and in certain circumstances their businesses to help them meet their short and long-term financial goals. Our view is that everyone comes with their own unique set of circumstances and depending on what stage of life an individual or family is in they have different needs. As an independent advisor I am able to work alongside clients to help them see their goals through fruition in a way other advisors associated with large banks can’t.
When developing wealth and investment management strategies it is vital to assess clients tolerance for risk, return objectives, time horizon, liquidity needs, tax circumstances and charitable mission among other things. I am able to address all of these important factors by taking a holistic approach to the wealth management process and taking the time necessary to gain a complete understanding of each clients unique set of circumstances.
CRD# 4461199
Monetary Management Corporation
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Perigon Wealth Management, LLC
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Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Menlo Park, CA | Oct 2020 - Current | 3 |
| E.k. Riley Investments, LLC | Seattle, WA | Aug 2017 - Nov 2020 | 3 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | San Francisco, CA | Jul 2011 - Aug 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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