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SC

Shawn M. Claycomb

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CRD#: 1105722
SC

Professional summary


Being a previously registered professional could mean that this person 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.

Shawn Michael Claycomb, who also goes by Shawn M Claycomb, was a registered financial professional .

Shawn is a previously registered financial professional and started their career in finance in 1983. 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shawn M Claycomb

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.

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 9, 2018 - December 21, 2018

BEND RETIREMENT SOLUTIONS, INC.

RIA
CRD#: 298815
BEND, OR
Past

November 18, 2016 - July 6, 2017

TITUS WEALTH MANAGEMENT

RIA
CRD#: 136970
Redmond, OR
Past

December 13, 2011 - July 7, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
REDMOND, OR
Past

April 7, 2011 - November 1, 2011

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
FOLSOM, CA
Past

April 30, 2010 - April 7, 2011

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
FOLSOM, CA
Past

March 16, 2010 - June 16, 2017

CLAYCOMB WEALTH MANAGEMENT

RIA
CRD#: 152822
REDMOND, OR
Past

June 12, 2003 - May 3, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
FOLSOM, CA
Past

June 12, 2003 - May 3, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
FOLSOM, CA
Past

June 27, 2002 - July 1, 2003

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
EL DORADO HILLS, CA
Past

February 11, 2000 - July 1, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

February 3, 1998 - March 1, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 5, 1997 - February 9, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 19, 1995 - September 23, 1997

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

August 25, 1995 - September 21, 1995

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

July 22, 1994 - August 28, 1995

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

April 13, 1994 - July 12, 1994

MONTANO SECURITIES CORPORATION

BD
CRD#: 7887
ORANGE, CA
Past

April 19, 1983 - October 11, 1983

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/15/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 8/15/2003
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


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

CRD#: 298815 / SEC#: 801-114098

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Contact information


Main Address
384 Sw Upper Terrace Suite 106, Bend, OR 97702
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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

Red Flags


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.

Company Information


BEND RETIREMENT SOLUTIONS, INC.

CRD#: 298815

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