Clayton Collier
Clayton Collier is a registered investment advisor at Verus Capital Partners, LLC, based in Edmond, OK, with 4 years of industry experience. Clayton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,642 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees are negotiable based on account complexity, composition, and expected future asset additions.
Fee Estimator
Location
Edmond, OK
Get directionsHistory
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
Clayton is an assistant soccer coach for Edmond North High School, dedicating about 10-20% of their time. Clayton also works full-time as a financial advisor with Securities America Advisors and spends minimal time selling life and health insurance products.
Employment History
Current Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations3 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.
Exams
More Advisors
- G Fransen, ChFC
- John Leclercq, CFACirrus Capital LLC
- Larry Awbrey, CFP
- Melinda Warren, CFPHughes Warren, INC.
- Dirk Coetzee, CFPCwm, LLC
- Rayburn Brooks, CFPUnited Planners' Financial Services of America a Limited Partner