Robin Clay (CRD# 4401573) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Souderton, PA and has over 22 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Oct 2020 - Current | 3 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Oct 2020 - Current | 3 |
| Robin L Clay Dba Tax Returns Plus Financial Services | Souderton, PA | Jan 2017 - Current | 7 |
| Avantax Advisory Services | Souderton, PA | Aug 2005 - Oct 2020 | 15 |
| Avantax Insurance Agency, LLC | Souderton, PA | Apr 2003 - Oct 2020 | 17 |
| Avantax Investment Services, Inc. | Souderton, PA | May 2001 - Oct 2020 | 19 |
| Homewood Suites | Warrington, PA | Aug 2014 - Jan 2017 | 2 |
| Birett & Detwiler Assoc | Telford, PA | May 2001 - Jan 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- PA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- 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
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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