Clinton Osmun is a registered investment advisor, based in Allentown, PA, with 10 years of industry experience.
Location
4200 W Tilghman St, Allentown, PA, 18104
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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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Clinton is a registered notary public in Pennsylvania, providing notary services. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Truist Advisory Services, INC.
August 2021 - Present · 5 yrs 1 mo
Truist Investment Services, INC.Broker
August 2021 - Present · 5 yrs 1 mo
Previous Registrations
Citizens Investment Services
December 2016 - August 2021 · 4 yrs 8 mos
Citizens Securities, INC.Broker
June 2015 - August 2021 · 6 yrs 2 mos
State Registrations12 states
CADEFLMDNCNJNYOHPASCTXWV
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.