Clinton William Coburn
Investment adviser representative at The Retirement Solution LLC
11 yearsExperience
1 stateRegistered in
$699.4MFirm assets
8 yearsFirm in business
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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
Experience
11 years in the industry.
- The Retirement Solution Inc.Mar 2023 to now
- Bank of America, N.A.Oct 2019 to Mar 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Mar 2023
- Edward JonesDec 2016 to Oct 2019
- NordstromNov 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (WA).
The Retirement Solution LLC
$699.4MAssets managed
824Clients
18Advisers
8 yearsIn 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
- 6735628
- Firm CRD
- 148106