BC
BC

Brett Clayton

3 Years of Experience
Nashville, TN
Broker

Brett Clayton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2930 West End Avenue, Nashville, TN, 37203

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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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Other Business Activities

Brett referees basketball games in Middle Tennessee, dedicating about 10-20% of his time. He also works as a financial advisor with Wilson Bank & Trust, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
July 2022 - Present · 3 yrs 10 mos
State Registrations7 states
ALCAFLGAMOTNWA
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.
Brett Clayton - Financial Advisor | TrueAdvisor