Clay Symington is a registered investment advisor, based in Toledo, OH, with 4 years of industry experience.
Location
3400 Executive Pkwy, Suite 200, Toledo, OH, 43606
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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
Clay is the VP of Operations and a financial advisor at Wilcox Financial, dedicating about half of his time to supporting intra-office operations and advising clients. He also serves as VP of Operations and an insurance agent for Wilcox Sports Management, spending about 10-20% of his time there.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
The Bottom Line Wealth Management LTD.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations46 states
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.