Clayton Reynolds (CRD# 6117316) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 11 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 9258 Wealth Management, LLC | Blue Ash, OH | Jan 2018 - Current | 6 |
| Raymond James & Associates | Blue Ash, OH | Dec 2016 - Dec 2017 | 1 |
| Mwa Financial Services Ince | Rock Island, IL | May 2016 - Dec 2016 | < 1 |
| Modern Woodmen Of America | Rock Island, IL | May 2016 - Dec 2016 | < 1 |
| Raymond James Financial Services, Inc. | Mount Orab, OH | Apr 2015 - Apr 2016 | 1 |
| Raymond James Financial Services Advisors Inc. | Mount Orab, OH | Apr 2015 - Apr 2016 | 1 |
| People's Bank, N.a. | Mount Orab, OH | Aug 2007 - Apr 2016 | 8 |
| Cetera Investment Advisers LLC | Mt Orab, OH | Jan 2014 - Apr 2015 | 1 |
| Cetera Investment Services LLC | St.cloud, MN | Sep 2012 - Apr 2015 | 2 |
| The National Bank And Trust Company | Wilmington, OH | Aug 2007 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- OH
-
Total Assets Under Management1,034MILLIONS
-
Total Number of Accounts3,274ACCOUNTS
-
Average Account Value$315,767
- A percentage of assets under your management
- 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
- Educational seminars/workshops
CA, CO, FL, GA, IL, IN, KY, MI, MN, NC, NY, OH, SC, TN, TX, VA, WI
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