Christopher Roy Clayton

Employer firm

Cornerstone Wealth Management, LLC CRD 164666

$4.93B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING

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

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

Current Employers

Employment History

• 12/2012 → Present
  Lpl Financial
  Camden, TN
• 01/2013 → Present
  Cornerstone Wealth Management, Llc
  St. Peters, MO

Previous Registrations

• 2006-11-20 → 2012-12-17
  Edward Jones
  Waverly, TN
  Camden, TN
  St Louis, MO
  Dickson, TN

Other Businesses

1. 12/14/12: CORNERSTONE WEALTH MANAGEMENT / DBA ONLY / 100% TIME SPENT / CAMDEN, TN. 2. 01/09/2013: CORNERSTONE WEALTH MANAGEMENT/ REGISTERED INVESTMENT ADVISOR / CAMDEN, TX 3. 02/13/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2023.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-02

Other Names

• Christopher Clayton