CA
CA

Clint Allaman

13 Years of Experience
Davenport, IA
Broker

Clint Allaman is a registered investment advisor at Raymond James & Associates, INC., based in Davenport, IA, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4750 E 53rd Street, Suite 300, Davenport, IA, 52807

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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 Activities

Clint is a partner in Whitetail Hollow, LLC, a family farm, since 2012. He spends minimal time on this activity, which is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Raymond James & Associates, INC.
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Morgan Stanley
July 2012 - May 2021 · 8 yrs 10 mos
Morgan StanleyBroker
June 2012 - May 2021 · 8 yrs 11 mos
State Registrations17 states
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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.