Clint J. Edgington

BEACON HILL INVESTMENT ADVISORY

DUBLIN, OH 43017

Some features on this profile are disabled

CRD#: 5598387

Professional summary

Clint James Edgington is a registered financial advisor currently at BEACON HILL INVESTMENT ADVISORY, LLC located in Dublin, Ohio.

Clint is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Clint has worked at 1 firm and has passed the Series 65 exam.

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.

EDGINGTON ENTERPRISES IS AN INVESTMENT RELATED ENTERPRISE FOCUSED ON INVESTING IN RESIDENTIAL REAL ESTATE PROPERTIES FOR PASSIVE INVESTING. THE LOCATION IS 8095 SMITH CALHOUN ROAD. I AM A MANAGING MEMBER OF THE LLC AND DEVOTE LESS THAN AN HOUR PER WEEK DURING SECURITIES TRADING HOURS. MY DUTIES SPECIFICALLY ARE INVESTMENT DECISIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clint James Edgington'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

October 6, 2008 - Present

BEACON HILL INVESTMENT ADVISORY, LLC

Office #1: 6000 Venture Drive Suite B, Dublin, OH 43017

RIA

CRD#: 148463

DUBLIN, OH

Past

October 7, 2008 - December 31, 2020

BEACON HILL INVESTMENT ADVISORY, LLC

RIA

CRD#: 148463

DUBLIN, OH

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

Ohio
(10/6/2008)

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: 9/10/2008

Uniform Investment Adviser Law Examination

Current Firm

BEACON HILL INVESTMENT ADVISORY, LLC

CRD#: 148463 / SEC#:

Georgia

Registered Investment Advisory firm - (12/31/2020 Failure to Renew)

Ohio

Registered Investment Advisory firm - (10/2/2008 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6000 Venture Drive Suite B, Dublin, OH 43017

Mailing Address

Phone number

(614) 469-4685

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	294
AUM (Assets Under Management)	$ 81,213,286

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.

Similar Advisors

Andrew Lehman

INSPIRE ADVISORS, LLC

IAR

Columbus, OH

James Bowman

JANNEY MONTGOMERY SCOTT LLC

IAR

Columbus (grandview), OH

Cody Anderson

J.P. MORGAN SECURITIES LLC

IAR

UPPER ARLINGTON, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Clint J. Edgington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clint James Edgington's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON HILL INVESTMENT ADVISORY, LLC

BEACON HILL INVESTMENT ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2008

Current Firm

BEACON HILL INVESTMENT ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEACON HILL INVESTMENT ADVISORY, LLC

TRUST BUT VERIFY

Similar Advisors