Clay Thomas Symington
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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.
- Raymond James Financial Services Advisors, Inc.Sep 2024 to now
- Raymond James Financial Services, Inc.Sep 2024 to now
- Ameritas Advisory Services, LLCMay 2022 to Sep 2024
- Ameritas Investment Company, LLCMay 2022 to Sep 2024
- Wilcox Financial/wilcox Sports ManagementApr 2022 to Sep 2024
- Cuna Brokerage Services, IncDec 2021 to Apr 2022
- Sun FcuJul 2021 to Apr 2022
- The Bottom Line Wealth Management Ltd.Mar 2021 to Jun 2021
- Retirement Income ConsultantsSep 2020 to Jul 2021
- Thrivent FinancialJun 2020 to Sep 2020
- Thrivent Investment Management IncJun 2020 to Sep 2020
- Cedarville UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7244665
- Firm CRD
- 149018