Clinton Taylor
Clinton Taylor is a registered investment advisor at LPL Enterprise, LLC, based in Blanchard, OK, with 9 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
Blanchard, OK
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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
Clinton is an agent at Adaptation Financial since 2016, focusing on insurance, benefits, and human resources, taking about half of his time. He also owns Bankmap LLC and works as an IAR for Adaptation Financial Advisors as a 1099 contractor.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Adaptation Financial Advisors INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations5 states
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