Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
22 years
Location
White Hall, IL 62092
LPL Financial
Institution
Anne Clayton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Transamerica Financial Advisors, and Equitable Advisors. Outside of advising, she is a co-owner of JACS Global Logistics LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by operational tools such as machine learning.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
White Hall, IL
101 3rd Ave N
White Hall IL 62092
Advisors at this office
1
Illinois · Texas
22 years of industry experience
LPL Financial, LLC
2021 - Present • 5 years
White Hall, IL
Cambridge Investment Research Advisors, Inc.
2016 - 2021 • 5 years
Fairfield, IA
Cambridge Investment Research, Inc.
2016 - 2021 • 5 years
Fairfield, IA
MSI Financial Services, Inc.
2016 - 2016 • 1 year
Transamerica Financial Advisors
2010 - 2016 • 6 years
Equitable Advisors
2005 - 2010 • 5 years
IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Carrollton, IL
LPL Financial
Sean Nelson is a financial advisor with LPL Financial in Carrollton, Illinois, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for one year before joining LPL Financial in 2015. Outside of his advisory role, he is involved in owning a bar/tavern in Batchtown, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies supported by advisor-facing tools and maintaining oversight of extensive discretionary assets.
Series 66
Carrollton, IL
Edward Jones
Bradley Mc Gill is a financial advisor with Edward Jones in Carrollton, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Wieland Rolled Products and served in the United States Marine Corps and the Department of Defense Military Police. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Series 63, Series 65
Carrollton, IL
LPL Financial
Mark Shade is a financial advisor with LPL Financial in Carrollton, Illinois, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. His prior work includes roles at American General Securities Incorporated, Mutual Service Corporation, and SFS Consulting. Outside of advisory activities, he is involved in farming through Shady Acres Farms. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third‑party subadvisors, and customized strategies, supported by advanced research and operational tools.
Series 66
Carrollton, IL
Edward Jones
Michael Dixon is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Asset Consulting Group for four years, EBS Recruiting/Pace Staffing for one year, and Towle & Co for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 66
Carrollton, IL
Edward Jones
Hugh Allen is a financial advisor with Edward Jones in Carrollton, IL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages his family’s 135-acre crop production farm, overseeing leases, rents, government payments, and capital improvements. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
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