Clayton Rexroad (CRD# 6519141) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 2 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jan 2022 - Current | 2 |
| Rexroad Loweth Wealth Management | Wilmington, NC | Jan 2022 - Current | 2 |
| Rexroad Retirement LLC | Wilmington, NC | Jul 2021 - Jan 2022 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Jul 2021 - Jan 2022 | < 1 |
| Elliott Davis LLC | Greenville, SC | Sep 2018 - Jun 2021 | 2 |
| Bob Jones University | Greenville, SC | Aug 2014 - Aug 2018 | 4 |
| Vvc Academy | Wilmington, NC | Jan 2010 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NC
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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