Robert Michael Clinton

Employer firm

Sowell Management CRD 127145

$4.81B regulatory AUM

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

• 03/1998 → Present
  Barnum & Clinton Pllc
  Norman, OK
• 01/1978 → 11/2020
  Robert M. Clinton Cpa
  Norman, OK
• 05/2013 → Present
  Clinton Wealth Management Llc
  Norman, OK
• 03/2017 → 05/2021
  Sowell Management Services
  Norman, OK
• 05/2021 → 03/2023
  Private Advisor Group, Llc
  Morristown, NJ
• 03/2023 → Present
  Sowell Management
  Norman, OK

Previous Registrations

• 2021-05-21 → 2023-04-10
  Private Advisor Group, Llc
  Norman, OK
  Morristown, NJ
• 2017-03-15 → 2021-05-21
  Sowell Management
  Norman, OK
  North Little Rock, AR
  Norman, OK
• 2015-09-30 → 2017-12-31
  Clinton Wealth Management Llc
  Norman, OK
• 2014-07-17 → 2015-12-15
  Great Valley Advisor Group, Llc
  Berwyn, PA
  Norman, OK
• 2013-06-04 → 2014-08-20
  Sowell Management
  North Little Rock, AR
• 2011-01-24 → 2013-05-29
  American Family Legacy Group
  Norman, OK
  Oklahoma City, OK

Other Businesses

(1) 06/19/2014 - BARNUM & CLINTON PLLC - ATTORNEY / LAW PRACTICE - 15% OF TIME SPENT

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-07-26
• S65 Uniform Investment Adviser Law Examination
  2010-12-15