Charles Clemons
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
LEXUS WEALTH MANAGEMENT | LEXUS WEALTH MANAGEMENT, LLC
Contact Information
Main Address
11422 Miracle Hills Dr. Suite 408, Omaha, NE 68154Phone Number
(402) 454-7222# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
490AUM (Assets Under Management)
$42,263,886Similar Advisors
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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.
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State Registrations and Notice Filings
(7/18/2023)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1998About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 2005About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Charles Clemons's CRS (Customer Relationship Summary).
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