Clayton St George (CRD# 2030901) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oakdale, MN and has over 27 years of experience in the finance industry.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 5002363
Lundeen Abrams Advisors, LLC
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Oakdale, MN | Jan 2024 - Current | < 1 |
| Fortis Investors, Inc. | St. Paul, MN | Mar 1996 - Current | 28 |
| Fortis | Woodbury, MN | Aug 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- MN
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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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