Samuel AthertonCRD Number: 4706300
Current Firm: Clearlogic Financial, Inc.
Samuel Atherton (CRD# 4706300) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 19 years of experience in the finance industry. Samuel Atherton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Clearlogic Financial, Inc. F/k/a Ticknor Atherton & Associates||Reston, VA||Oct 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2003|
Total Assets Under Management372MILLIONS
Total Number of Accounts935ACCOUNTS
Average Account Value$398,193
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, DC, FL, MD, NC, TX, VA
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