Clayton McKownCRD Number: 5475303
Current Firm: Infinex Investments, Inc.
Clayton McKown (CRD# 5475303) is an Investment Advisor Representative working at Infinex Investments, Inc. in Tampa, FL and has over 9 years of experience in the finance industry. Clayton McKown 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.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|Infinex Investments, Inc.||Meriden, CT||Jan 2014 - Current||4|
|Centennial Bank||Lakeland, FL||Nov 2012 - Current||5|
|Lpl Financial||Charlotte, NC||Nov 2012 - Jan 2014||1|
|Allen & Company Of Florida, Inc.||Lakeland, FL||Jan 2008 - Nov 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management850MILLIONS
Total Number of Accounts4,472ACCOUNTS
Average Account Value$190,032
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV