CB
CFP
CB
CFP

Clarence Blanton

39 Years of Experience
Mount Pleasant, SC
1 DisclosureBrokerSells Insurance

Clarence Blanton is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Mount Pleasant, SC, with 39 years of industry experience. Clarence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).

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Location

1156 Bowman Rd, Suite 200, Mount Pleasant, SC, 29464

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2012
Settled
Other Business ActivitiesSells Insurance

Clarence manages and sells fixed insurance through Blanton Financial Group, dedicating about half of his time to this activity. He also owns Mid Atlantic Charters, a charter boat company, which requires minimal time.

Employment History
Current Registrations
LPL Enterprise, LLC
March 2026 - Present · 4 mos
LPL Enterprise, LLCBroker
March 2026 - Present · 4 mos
Previous Registrations
Dempsey Lord Smith, LLC
January 2026 - March 2026 · 2 mos
Cambridge Investment Research Advisors, INC.
December 2025 - March 2026 · 3 mos
Cambridge Investment Research, INC.Broker
November 2025 - March 2026 · 4 mos
Dempsey Lord Smith, LLC
December 2017 - December 2025 · 8 yrs
Dempsey Lord Smith, LLCBroker
December 2017 - November 2025 · 7 yrs 11 mos
Invest Financial Corporation
September 2016 - December 2017 · 1 yr 3 mos
Invest Financial CorporationBroker
September 2016 - December 2017 · 1 yr 3 mos
Kovack Advisors, INC.
January 2015 - September 2016 · 1 yr 8 mos
Kovack Securities INC.Broker
October 2014 - September 2016 · 1 yr 11 mos
Resource Horizons Investment Advisory, INC.
March 2014 - December 2014 · 9 mos
Advisory Services Network
April 2012 - March 2014 · 1 yr 11 mos
Resource Horizons Investment Advisory, INC.
November 2011 - April 2012 · 5 mos
Resource Horizons Group LLCBroker
November 2011 - October 2014 · 2 yrs 11 mos
Ing Financial Partners, INC
August 2008 - November 2011 · 3 yrs 3 mos
Ing Financial Partners, INC.Broker
July 2008 - November 2011 · 3 yrs 4 mos
Thrivent Investment Management INC.Broker
July 2002 - July 2008 · 6 yrs
Thrivent Investment Management INC.
June 2002 - July 2008 · 6 yrs 1 mo
Lutheran Brotherhood Securities CORP.Broker
October 1986 - July 2002 · 15 yrs 9 mos
Metlife Securities INC.Broker
June 1986 - November 1986 · 5 mos
Metropolitan Life Insurance CompanyBroker
June 1986 - November 1986 · 5 mos
State Registrations8 states
FLGAKSMINCSCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.