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Shawn Michael Claycomb

CRD# 1105722·Registered 1983 - 2018
Previously Registered: Being a previously registered professional could mean that Shawn is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Shawn Michael Claycomb, who also goes by Shawn M Claycomb, was a registered financial advisor. Shawn was a previously registered financial professional and started their career in finance 1983 - 2018. Shawn had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 22, Series 6 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Shawn M Claycomb

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

43 years in the financial services industry

Current & Past Employments

BEND RETIREMENT SOLUTIONS, INC.·CRD# 298815
RIA
Bend, OR
October 9, 2018 - December 21, 2018
TITUS WEALTH MANAGEMENT·CRD# 136970
RIA
Redmond, OR
November 18, 2016 - July 6, 2017
LPL FINANCIAL LLC·CRD# 6413
BD
Redmond, OR
December 13, 2011 - July 7, 2017
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Folsom, CA
April 7, 2011 - November 1, 2011
MUTUAL SECURITIES, INC.·CRD# 13092
BD
Folsom, CA
April 30, 2010 - April 7, 2011
CLAYCOMB WEALTH MANAGEMENT·CRD# 152822
RIA
Redmond, OR
March 16, 2010 - June 16, 2017
LPL FINANCIAL LLC·CRD# 6413
RIA
Folsom, CA
June 12, 2003 - May 3, 2010
LPL FINANCIAL LLC·CRD# 6413
BD
Folsom, CA
June 12, 2003 - May 3, 2010
A. G. EDWARDS & SONS, INC.·CRD# 4
RIA
El Dorado Hills, CA
June 27, 2002 - July 1, 2003
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
St. Louis, MO
February 11, 2000 - July 1, 2003
MORGAN STANLEY DW INC.·CRD# 7556
BD
Purchase, NY
February 3, 1998 - March 1, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
September 5, 1997 - February 9, 1998
BA INVESTMENT SERVICES, INC.·CRD# 12965
BD
Oakland, CA
September 19, 1995 - September 23, 1997
LPL FINANCIAL LLC·CRD# 6413
BD
Fort Mill, SC
August 25, 1995 - September 21, 1995
BA INVESTMENT SERVICES, INC.·CRD# 12965
BD
Oakland, CA
July 22, 1994 - August 28, 1995
MONTANO SECURITIES CORPORATION·CRD# 7887
BD
Orange, CA
April 13, 1994 - July 12, 1994
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
April 19, 1983 - October 11, 1983

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Current Firm

BR
BEND RETIREMENT SOLUTIONS, INC.

BEND RETIREMENT SOLUTIONS, INC. | COMPREHENSIVE WEALTH MANAGEMENT, INC. | COMPREHENSIVE WEALTH MANAGEMENT

CRD#: 298815 / SEC#: 801-114098

Contact Information

Main Address

384 Sw Upper Terrace Suite 106, Bend, OR 97702

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (10/9/2018)

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1997About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2017About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Aug 2003About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Feb 1994About the Series 7 exam

Series 22 — Direct Participation Programs Representative Examination

Passed Jul 1983About the Series 22 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1983About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Aug 2003About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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