Claire
Thornton

Inspired Financial

CRD#6504702
Investment Advisor
in Huntington Beach, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Claire Thornton is a certified financial planner who works in Huntington Beach, California with a total of 3 years of industry experience. Thornton is currently employed by Inspired Financial. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Muhlenberg College, Bank Of America, The Strategic Financial Alliance, Merrill Lynch, Pierce, Fenner & Smith, Carnegie Wealth Management, LLC and Inspired Financial. Thornton holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Inspired Financial is a registered investment business that has its headquarters in Huntington Beach, CA. It handles $240 million in assets among its 510 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 510 accounts, 75% belong to high-net-worth clients who have more than $1 million in investable assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advice largely are based on the financial services. Fees charged by Inspired Financial can include any combination of asset-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Others

Office Location

5011 Argosy Avenue Ste. 7
Huntington Beach, CA 92649

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Inspired Financial Brokerage Details

Total Assets Under Management

$240,000,000

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

510

CA Average: 3,727
Average Account Size

$470,588

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Claire Thornton Work History

Claire has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Inspired Financial

2018 - 2020 (2 years)

The Strategic Financial Alliance

2018 - 2020 (2 years)

Carnegie Wealth Management, LLC

2017 - 2018 (1 year)

Merrill Lynch, Pierce, Fenner & Smith

2016 - 2017 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith

2015 - 2015 (< 1 year)

Bank Of America

2014 - 2016 (2 years)

Muhlenberg College

2012 - 2016 (4 years)

Muhlenberg College

2012 - 2013 (1 year)

Muhlenberg College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Claire Thornton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Inspired Financial

Maria Castillo Dominguez
Huntington Beach, CA
Claire Thornton
Huntington Beach, CA
Robert Price
Huntington Beach, CA
Evelyn Zohlen
Huntington Beach, CA
Mark Prendergast
Huntington Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started