Darrell ClaytorCRD Number: 1128325
Current Firm: Securities America Advisors, Inc.
Darrell Claytor (CRD# 1128325) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Twinsburg, OH and has over 31 years of experience in the finance industry. Darrell Claytor 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.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Securities America Advisors, Inc.||Twinsburg, OH||Jan 2012 - Current||6|
|Securities America, Inc.||Twinsburg, OH||Jan 1996 - Current||22|
|Darrell C. Claytor, Cfp||Twinsburg, OH||Jan 1985 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1987|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops