John
Paxton
Claris Financial, LLC
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About this Advisor
John Paxton is a financial advisor operating in Glen Allen, Virginia with a total of 9 years of industry experience. Paxton is an employee of Claris Financial, LLC. Paxton has gained experience at Lpl Financial LLC, Triad Advisors, Inc and Claris Financial, LLC. Paxton holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland, North Carolina, Texas and Virginia. Claris Financial, LLC is an advisory company based out of Glen Allen, VA. The company has a total of eight employees. It handles $207 million in assets under management across its 908 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 908 customer accounts, 21% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Claris Financial, LLC performs a set of services, such as portfolio management for individuals and small businesses and educational seminars. Fees for financial management usually are based on which services the firm provides the client. Fees charged by Claris Financial, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Claris Financial, LLC Brokerage Details
$206,637,741
8
908
$227,575
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
John Paxton Work History
John has been registered as a financial advisor for 9 years.*
Claris Financial, LLC
Triad Advisors, Inc
Lpl Financial 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.
Disclosures
Please visit the SEC profile of John Paxton 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 Claris Financial, LLC
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Midlothian, VA
Glen Allen, VA
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.
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