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About this Advisor
Clayton Thompson is a financial advisor who works in Jacksonville, Florida with a total of 4 years of industry experience. Thompson is an employee of Lincoln Investment. Their career trajectory has included roles at Fidelity Brokerage Services, LLC, Coggin Automotive, Hanania Automotive, Charles Schwab & Co., Inc and Lincoln Investment Planning, LLC. Thompson maintains Series 66 and Series 63 licenses, certifying them as a securities representative, and can work in Florida and Texas. Lincoln Investment is an advisory company that has its headquarters in Fort Washington, PA. The investment advisory business has offices in 354 locations and a total of 1,294 advisors. It controls $15 billion in total assets among its 200,217 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 36 charitable organizations. Of its 200,217 customer accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. Lincoln Investment provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually vary depending on which service is offered. Fees billed by Lincoln Investment can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lincoln Investment Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Clayton Thompson Work History
Clayton has been registered as a financial advisor for 4 years.*
Lincoln Investment Planning, LLC
Charles Schwab & Co., Inc
Fidelity Brokerage Services, LLC
*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.
Please visit the SEC profile of Clayton Thompson 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 Lincoln Investment
Maria Stein, OH
Fort Washington, PA
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