Robert Clinton, financial advisor Norman OK
73 score

Robert Clinton

CRD Number: 1016509
Current Firm: Clinton Wealth Management LLC

Robert Clinton (CRD# 1016509) is an Investment Advisor Representative working at Clinton Wealth Management LLC in Norman, OK and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Great Valley Advisor Group, Inc. Norman, OK Jul 2014 - Current 2
Lpl Financial LLC Norman, OK Jun 2014 - Current 2
Sowell Management Services North Little Rock, AR Jun 2013 - Current 3
Clinton Wealth Management LLC Norman, OK May 2013 - Current 3
Barnum & Clinton Pllc Norman, OK Mar 1998 - Current 18
Robert M. Clinton Cpa Norman, OK Jan 1978 - Current 38
Russian Wealth Management And Investment Group, LLC Norman, OK Jan 2011 - Jun 2013 2
Georg Fischer Central Plastics LLC Shawnee, OK Dec 1998 - Aug 2012 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2010
S63 Uniform Securities State Law Examination Jul 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Robert M. Clinton
Phone Number: 405-701-5551
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $581,642
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OK, TX

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BADGES
73

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