Clayton Mcdonald
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.
Clayton Mcdonald, who also goes by Clayton Robert Mcdonald, was a registered financial professional .
Clayton is a previously registered financial professional and started their career in finance in 2008. Clayton had worked at 8 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 30, 2022 - March 30, 2023
FIRST COMMAND ADVISORY SERVICES
March 30, 2022 - March 30, 2023
FIRST COMMAND BROKERAGE SERVICES, INC.
May 12, 2021 - October 21, 2021
AVANTAX ADVISORY SERVICES
May 12, 2021 - October 21, 2021
AVANTAX INVESTMENT SERVICES, INC.
September 25, 2019 - March 15, 2021
FIRST COMMAND BROKERAGE SERVICES, INC.
September 17, 2019 - March 15, 2021
FIRST COMMAND ADVISORY SERVICES
January 8, 2018 - January 4, 2019
USAA INVESTMENT SERVICES COMPANY
March 5, 2015 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
February 14, 2014 - December 21, 2018
USAA FINANCIAL ADVISORS, INC.
April 18, 2008 - May 28, 2013
TD AMERITRADE, INC.
Primary Firm SEC Registration
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationCurrent Firm
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
Red Flags
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