Claire Thornton
Investment adviser representative at Avise Financial
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$169.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Avise FinancialJan 2026 to now
- Avise Financial Cooperative, Inc.Jan 2026 to now
- Apella Capital, LLCJul 2023 to Dec 2025
- Inspired FinancialApr 2020 to Nov 2023
- Carnegie Wealth Management, LLCJun 2018 to Mar 2020
- The Strategic Financial AllianceJun 2018 to Mar 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Avise Financial
Legal name: Avise Financial Cooperative, Inc.
$169.4MAssets managed
170Clients
7Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6504702
- Firm CRD
- 328790