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Clayton Ollendieck

1 Year of Experience
Birmingham, AL
Broker

Clayton Ollendieck is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, AL, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2900 Highway 280, Suite 100, Birmingham, AL, 35223

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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

Clayton donates plasma to Octapharma Plasma to help create medicine and save lives. This activity requires a few hours per week and is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2025 - Present · 1 yr 3 mos
Raymond James & Associates, INC.Broker
January 2025 - Present · 1 yr 4 mos
State Registrations9 states
ALCOIAINMNMSNCNETN
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.