Robert Clinton (CRD# 1016509) is an Investment Advisor Representative working at Sowell Management in Norman, OK and has over 13 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Sowell Management | Norman, OK | Mar 2023 - Current | 1 |
Clinton Wealth Management LLC | Norman, OK | May 2013 - Current | 10 |
Barnum & Clinton Pllc | Norman, OK | Mar 1998 - Current | 26 |
Private Advisor Group, LLC | Morristown, NJ | May 2021 - Mar 2023 | 1 |
Sowell Management Services | Norman, OK | Mar 2017 - May 2021 | 4 |
Robert M. Clinton Cpa | Norman, OK | Jan 1978 - Nov 2020 | 42 |
Lpl Financial LLC | Norman, OK | Jun 2014 - Mar 2016 | 1 |
Great Valley Advisor Group, Inc. | Norman, OK | Jul 2014 - Dec 2015 | 1 |
Sowell Management Services | North Little Rock, AR | Jun 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
S63 | Uniform Securities State Law Examination | Jul 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
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Total Assets Under Management3,329MILLIONS
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Total Number of Accounts13,257ACCOUNTS
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Average Account Value$251,143
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