Clayton A. Phillips
Professional summary
Clayton Andrew Phillips, CFP®, who also goes by Clayton Phillips, is a registered financial advisor currently at CLARITY FINANCIAL, LLC located in Beaverton, Oregon.
Clayton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Clayton has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Clayton Andrew Phillips's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 31, 2022 - Present
CLARITY FINANCIAL, LLC
May 14, 2015 - December 31, 2022
HUMAN INVESTING
February 9, 2012 - May 11, 2015
TPG FINANCIAL ADVISORS, LLC
July 8, 2011 - May 11, 2015
GENEOS WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/31/2022)
Exams
Current Firm
CLARITY FINANCIAL, LLC
CRD#: 170816 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 144 |
| AUM (Assets Under Management) | $ 32,300,000 |
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.
