Herschel Vincent Clanton

Employer firm

Chancellor Wealth Management, Inc. CRD 112918

$174M regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2000 → Present
  Ohio National Life Insurance
  Cincinnati, OH
• 10/2000 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH
• 05/2002 → Present
  The Chancellor Group
  Atlanta, GA

Previous Registrations

• 2010-04-16 → 2019-09-17
  On Investment Management Co
  Atlanta, GA
  Cincinnati, OH
• 2001-03-05 → 2005-12-31
  On Investment Management Co
  Atlanta, GA

Other Businesses

THE CHANELLOR GROUP,; INVESTMENT RELATED; 100 GALLERIA PARKWAY, SUITE 995, ATLANTA GA 30339; FINANCIAL PLANNING & REGISTERED INVESTMENT ADVISER; PRESIDENT; 12/01/2000 TO PRESENT; 75% NUMBER OF HOURS/PER MONTH (60% DURING TRADING HOURS/PER MONTH); WRITE AND UPDATE FINANCIAL PLANS, EXECUTE ASSET ALLOCATION STRATEGIES. PLACE LIFE AND HEALTH INSURANCE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-09
• S63 Uniform Securities Agent State Law Examination
  1996-08-29

Designations

• Certified Financial Planner

Other Names

• Vince Clanton
• Herschel Clanton