Clayton
Mckenzie
Arbor Point Advisors
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About this Advisor
Clayton Mckenzie is a certified financial planner who works in Spring, Texas with 2 years of industry experience. Mckenzie works at Arbor Point Advisors. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Oak Ridge High School, Texas Tech University, Securities America, Inc and Arbor Point Advisors. Mckenzie has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Arbor Point Advisors is a firm based out of La Vista, NE. The firm has offices in 138 locations and a total of 1,844 financial advisors. It administers $6 billion in assets between its 30,789 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 30,789 accounts, just 7% are held by high-net-worth clients who have at least $1 million in assets available to invest. Arbor Point Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which service is provided. Fees billed by Arbor Point Advisors can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arbor Point Advisors Brokerage Details
$6,428,973,356
1,844
30,789
$208,807
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Clayton Mckenzie Work History
Clayton has been registered as a financial advisor for 2 years.*
Securities America, Inc
Arbor Point Advisors
Ameriprise Financial Services, Inc
Texas Tech University
Oak Ridge High School
*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 Clayton Mckenzie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
