Charles Clemons

LEXUS WEALTH MANAGEMENT

OLYMPIA FIELDS, IL

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CRD#: 2950561

Professional summary

Charles Clemons is a registered financial advisor currently at LEXUS WEALTH MANAGEMENT located in Olympia Fields, Illinois.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Charles has worked at 11 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

12/2009-PRESENT, VARIOUS INSURANCE CARRIERS AGENCIES, MATTESON, IL, INVEST-RELATED, INSURANCE SALES, INSURANCE AGENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Clemons'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®

None

Experience

Current

July 18, 2023 - Present

LEXUS WEALTH MANAGEMENT

RIA

CRD#: 325200

OLYMPIA FIELDS, IL

Past

November 7, 2013 - July 17, 2023

EVERGREEN CAPITAL MANAGEMENT INC

RIA

CRD#: 104670

MATTESON, IL

Past

December 9, 2009 - November 11, 2013

WADDELL & REED

RIA

CRD#: 866

ORLAND PARK, IL

Past

December 9, 2009 - November 11, 2013

WADDELL & REED

CRD#: 866

ORLAND PARK, IL

Past

October 5, 2007 - October 16, 2009

PACIFIC CORNERSTONE CAPITAL INCORPORATED

CRD#: 40397

SANTA ANA, CA

Past

June 1, 2006 - October 23, 2007

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

SHELTON, CT

Past

March 9, 2004 - June 1, 2006

EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460

NORTHBROOK, IL

Past

November 5, 2003 - March 12, 2004

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

November 5, 2003 - March 12, 2004

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

August 14, 2003 - March 12, 2004

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ITASCA, IL

Past

June 25, 2002 - June 9, 2003

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CHICAGO, IL

Past

June 17, 2002 - June 9, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

August 17, 1999 - November 30, 2001

AFD, INC.

CRD#: 34047

NORTHBROOK, IL

Past

January 27, 1998 - November 19, 1998

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

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

Illinois
(7/18/2023)

IAR

Texas
(8/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/24/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/26/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/23/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/23/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/9/2005

Investment Company Products/Variable Contracts Principal Examination

Current Firm

LEXUS WEALTH MANAGEMENT

LEXUS WEALTH MANAGEMENT | LEXUS WEALTH MANAGEMENT, LLC

CRD#: 325200 / SEC#:

Georgia

Registered Investment Advisory firm - (4/24/2023 Approved)

Illinois

Registered Investment Advisory firm - (7/17/2023 Approved)

Nebraska

Registered Investment Advisory firm - (3/30/2023 Approved)

Texas

Registered Investment Advisory firm - (7/27/2023 Approved)

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Contact information

Main Address

11422 Miracle Hills Dr. Suite 408, Omaha, NE 68154

Mailing Address

Phone number

(402) 454-7222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	432
AUM (Assets Under Management)	$ 34,164,951

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.

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Advisor Monitoring

Firm Stability Insights

Charles Clemons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Clemons's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERGREEN CAPITAL MANAGEMENT INC

WADDELL & REED

WADDELL & REED

PACIFIC CORNERSTONE CAPITAL INCORPORATED

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

EVERLAKE DISTRIBUTORS, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

AFD, INC.

DWS DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/24/2002

Series 63

Date: 2/26/1998

Series 7

Date: 5/23/2000

Series 6

Date: 1/23/1998

Series 26

Date: 12/9/2005

Current Firm

LEXUS WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEXUS WEALTH MANAGEMENT

TRUST BUT VERIFY

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