CA
CA

Clinton Akerberg

21 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Clinton Akerberg is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Clinton is an investment advisor representative (IAR) with WCG Wealth Advisors, LLC, dedicating nearly full-time hours to this role. He also sells non-variable insurance through WCG Insurance, LLC, spending a few hours per week on this activity, and co-owns The Crumb Catcher, LLC.

Employment History
Current Registrations
The Wealth Consulting Group
May 2017 - Present · 9 yrs
LPL Financial LLCBroker
May 2017 - Present · 9 yrs
Previous Registrations
Vsr Advisory Services
September 2016 - November 2016 · 2 mos
Summit Brokerage Services, INC.Broker
September 2016 - May 2017 · 8 mos
Summit Financial Group INC
September 2016 - May 2017 · 8 mos
Vsr Financial Services, INC.Broker
June 2010 - November 2016 · 6 yrs 5 mos
Vsr Advisory Services
June 2010 - September 2016 · 6 yrs 3 mos
Securian Financial Services, INC.
June 2009 - June 2010 · 1 yr
Securian Financial Services, INC.Broker
June 2009 - June 2010 · 1 yr
Vsr Financial Services, INC.Broker
January 2007 - May 2009 · 2 yrs 4 mos
Vsr Advisory Services
January 2007 - May 2009 · 2 yrs 4 mos
Vsr Financial Services, INC.Broker
December 2006 - December 2006 · 0 mos
The Masters
December 2006 - December 2006 · 0 mos
Ameriprise Financial Services, INC.
July 2004 - January 2007 · 2 yrs 6 mos
Ameriprise Financial Services, INC.Broker
June 2004 - January 2007 · 2 yrs 7 mos
Ids Life Insurance CompanyBroker
June 2004 - July 2006 · 2 yrs 1 mo
State Registrations13 states
ARCAFLIAILKSMNMONDNEOHSCWI
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.