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Clayton Squier

8 Years of Experience
Grand Junction, CO
Broker

Clayton Squier is a registered investment advisor at D.A. Davidson & CO., based in Grand Junction, CO, with 8 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

360 W Park Dr, Suite 200, Grand Junction, CO, 81505

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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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Employment History
Current Registrations
D.A. Davidson & CO.Broker
May 2021 - Present · 5 yrs
D.A. Davidson & CO.
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2017 - May 2021 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
July 2017 - May 2021 · 3 yrs 10 mos
State Registrations21 states
AKAZCACOFLHIIDLAMAMIMOMTNHNMNVNYOKTXUTWIWY
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.
Clayton Squier - Financial Advisor | TrueAdvisor