Clayton Holcomb is a ChFC-designated registered investment advisor, based in Roseville, CA, with 38 years of industry experience.
Location
967 Reserve Dr., Roseville, CA, 95678
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clayton is an independent insurance agent since 1987, focusing on fixed insurance sales and dedicating a few hours per week to this activity. Clayton also sells old U.S. coins on eBay, spending minimal time on this endeavor.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Mutual Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations9 states
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