Herschel V. Clanton
CHANCELLOR WEALTH MANAGEMENT
Atlanta, GA 30339
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CRD#: 2772945
Professional summary
Herschel Vincent Clanton, CFP®, who also goes by Herschel Clanton, VInce Clanton, is a registered financial advisor currently at CHANCELLOR WEALTH MANAGEMENT, INC. located in Atlanta, Georgia.
Herschel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Herschel has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
What are your service offerings?
Health Care
Insurance Planning
Tax Planning
Retirement Planning
Employee and Employer Plan Ben...
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Herschel Clanton | Vince Clanton
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 CHANELLOR GROUP,; INVESTMENT RELATED; 100 GALLERIA PARKWAY, SUITE 995, ATLANTA GA 30339; FINANCIAL PLANNING & REGISTERED INVESTMENT ADVISER; PRESIDENT; 12/01/2000 TO PRESENT; 75% NUMBER OF HOURS/PER MONTH (60% DURING TRADING HOURS/PER MONTH); WRITE AND UPDATE FINANCIAL PLANS, EXECUTE ASSET ALLOCATION STRATEGIES. PLACE LIFE AND HEALTH INSURANCE.
CRS (Client Relationship Summary) - RIA
Click below to view Herschel Vincent Clanton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
March 5, 2001 - Present
CHANCELLOR WEALTH MANAGEMENT, INC.
Office #1: 100 Galleria Parkway Se Suite 995, Atlanta, GA 30339RIA
CRD#: 112918
Atlanta, GA
Past
April 16, 2010 - September 17, 2019
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
ATLANTA, GA
Past
March 5, 2001 - December 31, 2005
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
ATLANTA, GA
Past
October 31, 2000 - September 17, 2019
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
ATLANTA, GA
Past
August 26, 1996 - October 30, 2000
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CHANCELLOR WEALTH MANAGEMENT, INC.
CHANCELLOR WEALTH MANAGEMENT, INC. | THE CHANCELLOR GROUP, INC.
CRD#: 112918 / SEC#: 801-126004
RIA
Registered Investment Advisory firm - (6/30/2022 Approved)Alabama
Registered Investment Advisory firm - (12/13/2004 Terminated)California
Registered Investment Advisory firm - (12/15/2004 Terminated)Georgia
Registered Investment Advisory firm - (7/26/2022 Terminated)South Carolina
Registered Investment Advisory firm - (7/13/2022 Terminated)Texas
Registered Investment Advisory firm - (7/13/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(1/30/2003)
IAR
South Carolina(6/21/2017)
IAR
Texas(4/3/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CW
CHANCELLOR WEALTH MANAGEMENT, INC.
CHANCELLOR WEALTH MANAGEMENT, INC. | THE CHANCELLOR GROUP, INC.
CRD#: 112918 / SEC#: 801-126004
RIA
Registered Investment Advisory firm - (6/30/2022 Approved)Alabama
Registered Investment Advisory firm - (12/13/2004 Terminated)California
Registered Investment Advisory firm - (12/15/2004 Terminated)Georgia
Registered Investment Advisory firm - (7/26/2022 Terminated)South Carolina
Registered Investment Advisory firm - (7/13/2022 Terminated)Texas
Registered Investment Advisory firm - (7/13/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Galleria Parkway Se Suite 995, Atlanta, GA 30339
Mailing Address
Phone number
(770) 661-0283
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 368 |
| AUM (Assets Under Management) | $ 148,025,223 |
Red Flags
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Company Information
CHANCELLOR WEALTH MANAGEMENT, INC.
CRD#: 112918Atlanta, GA 30339TRUST BUT VERIFY
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Contact information
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