Claton Walker Heath
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial, LLCFeb 2025 to now
- Edward JonesOct 2023 to Feb 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Oct 2023
- UBSDec 2020 to Jul 2021
- Bank of AmericaJun 2020 to Aug 2020
- Mutual of OmahaDec 2019 to May 2020
- Burnett, Dobson and PinchekJun 2018 to Dec 2019
- UtcAug 2016 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7260680
- Firm CRD
- 6413