Clayton Sweet (CRD# 6832155) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Havre, MT and has over 6 years of experience in the finance industry.
CRD# 1834163
Lpl Financial LLC
CRD# 6936550
Gwn Securities Inc.
CRD# 5847894
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| Clayton Sweet | Billings, MT | Apr 2017 - Current | 7 |
| Voya Financial Advisors, Inc. | Billings, MT | Jul 2017 - Jun 2021 | 3 |
| Iron Ridge Exteriors | Billings, MT | Jul 2010 - May 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- MT
- TX
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Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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