Clayton T Buchanan
Advisor at LPL Financial — Dixon, KY
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.
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
3 years
Location
Dixon, KY 42409
LPL Financial
Institution
Clayton Buchanan is a financial advisor at LPL Financial in Dixon, KY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and United Community Bank. 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 financial planning and investment management services, utilizing both proprietary model portfolios and third-party strategies across discretionary and non-discretionary accounts.
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
Dixon, KY
452 U.S. Hwy 41 A S
Dixon KY 42409
Advisors at this office
1
Kentucky
3 years of industry experience
United Community Bank
2023 - Present • 3 years
Dixon, KY
LPL Financial
2023 - Present • 3 years
Dixon, KY
Northwestern Mutual Investment Services LLC
2022 - 2023 • 1 year
Evansville, IN
Northwestern Mutual Life Insurance Company
2022 - 2023 • 1 year
Milwaukee, WI
Unemployed
2022 - 2022 • 1 year
Sebree, KY
GuideWise Financial Group
2021 - 2021 • 1 year
Henderson, KY
Murray State University
2018 - 2022 • 4 years
Murray, KY
Unemployed
2018 - 2018 • 1 year
Sebree, KY
Webster County High School
2014 - 2018 • 4 years
Dixon, KY
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.
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