SC
CFP
SC
CFP

Sarah Clayton

6 Years of Experience
Columbus, GA
Broker

Sarah Clayton is a CFP-designated registered investment advisor, based in Columbus, GA, with 6 years of industry experience. Sarah is also registered as a broker, so some compensation may come from commissions on products sold.

Location

3901 Glenn Road Suite A, Columbus, GA, 31909

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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
M. S. Howells & CO.Broker
June 2026 - Present · 4 mos
Longview Wealth Management
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2020 - March 2020 · 0 mos
Cambridge Investment Research, INC.Broker
October 2019 - December 2022 · 3 yrs 2 mos
State Registrations1 state
GA
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.
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