Clayton ReedCRD Number: 6928757
Current Firm: U.s. Bancorp Investments, Inc.
Clayton Reed (CRD# 6928757) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Ketchum, ID and has over 3 years of experience in the finance industry.
Ubs Financial Services Inc.
Lpl Financial LLC
Robert W. Baird & Company Incorporated
|U.s. Bancorp Investments, Inc.||Ketchum, ID||Feb 2022 - Current||1|
|Edward Jones||St Louis, MO||Sep 2019 - Feb 2022||2|
|Edward Jones||Caldwell, ID||Apr 2018 - Sep 2019||1|
|Crossfit 2c||Nampa, ID||Jan 2014 - Apr 2018||4|
|Unemployed||Nampa, ID||Oct 2013 - Jan 2014||< 1|
|Nabors Completion And Production Services||Sidney, MT||Jul 2013 - Oct 2013||< 1|
|Oakland Construction||Sidney, MT||May 2013 - Jul 2013||< 1|
|Unemployed||Jacksonville, FL||Feb 2013 - May 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management14,693MILLIONS
Total Number of Accounts56,384ACCOUNTS
Average Account Value$260,580
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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