Clayton Rexroad, financial advisor Wilmington NC

Clayton Rexroad

CRD Number: 6519141
Current Firm: Commonwealth Financial Network

Clayton Rexroad (CRD# 6519141) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has 1 year of experience in the finance industry.

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Commonwealth Financial Network
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2022 - Current < 1
Rexroad Loweth Wealth Management Wilmington, NC Jan 2022 - Current < 1
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
Contact Info for Clayton A. Rexroad
Phone Number: 781-736-0700
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    161,853
    MILLIONS
  • Total Number of Accounts
    540,172
    ACCOUNTS
  • Average Account Value
    $299,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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