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Christopher Roy Clayton

Advisor at Cornerstone Wealth Management, LLC — Waverly, TN

Updated today

Credentials

Series 66

Experience

20 years

Location

Waverly, TN 37185

Cornerstone Wealth Management, LLC logo

Cornerstone Wealth Management, LLC

Multi-team

Total advisors

90

Across 44 offices

Clients per advisor

138 Very High

Avg AUM per client

$386,247 Low

HNW client ratio

28% High

About

Christopher Clayton is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Cornerstone Wealth Management since 2013 and concurrently affiliated with LPL Financial since 2012. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and utilizes fundamental, quantitative, and qualitative analysis with tailored account supervision and periodic rebalancing.

Client services

Based on Cornerstone Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Lpl sponsored advisory programs; investment management & research subscription licensing

Expertise

Based on Cornerstone Wealth Management, LLC

Charitable giving & philanthropy

Occupation focus

Based on Cornerstone Wealth Management, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning flat fees $500 to $5,000; pension consulting flat fees $750 to $10,000

Percentage

$0 - $499,999.99: Up to 2.4% $500,000 - $999,999.99: Up to 1.9% $1,000,000+: Up to 1.4%

Commissions

Certain representatives earn commissions as registered representatives of LPL for sale of securities/products outside advisory accounts

Project-based

Up to $400/hour for financial planning and consulting; $250/hour for retirement consulting and management

Other

Account minimum: $5,000 Fee-only: Hourly rate up to $400 for financial advisors; flat fees range from $500 to $5,000 for financial planning; hourly fee $250 for retirement consulting; flat fees range from $750 to $10,000 for ongoing pension consulting

Location

See office

Waverly, TN

213 East Main St

Waverly TN 37185

Advisors at this office

1

Most active in

Tennessee

Work history

20 years of industry experience

Cornerstone Wealth Management, LLC

2013 - Present • 13 years

St. Peters, MO

LPL FINANCIAL

2012 - Present • 14 years

Camden, TN

Edward Jones

2006 - 2012 • 6 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Layla S

Series 66

McEwen, TN

LPL Financial

Layla Slater is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of experience at the firm. She also operates Saving Abigail Grace, LLC, a for-profit business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management services through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher C

Series 63, Series 65

Waverly, TN

Cambridge Investment Research Advisors

Christopher Coats is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Edward Jones and iHeartMedia, Inc. He is also involved as an insurance agent and affiliated with a registered investment advisor firm. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary models and third-party strategies across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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