LC
CFP
LC
CFP

Linda Clayton

17 Years of Experience
Los Angeles, CA
BrokerSells Insurance

Linda Clayton is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Los Angeles, CA, with 17 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3600 Wilshire Blvd Suite 1914, Los Angeles, CA, 90010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Linda works as an independent contractor/call center agent, sells fixed insurance (life, health, disability, annuities, and long-term care), and is an adjunct professor of finance. She also works as a wealth advisor at Atara Wealth Management, dedicating about a quarter of her time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
February 2011 - Present · 15 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2011 - June 2023 · 12 yrs 4 mos
Mason & Associates, INC.
June 2008 - March 2010 · 1 yr 9 mos
Cambridge Investment Research, INC.Broker
January 2008 - April 2010 · 2 yrs 3 mos
State Registrations16 states
AZCACOFLHIIDILMNMSNJNVNYORUTWAWI
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.