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Anne C
Series 66
White Hall, IL
LPL Financial
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.
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