49 Financial
R. Clayton Anderson currently serves as the Director of Client Success and Director of Investment Operations at 49 Financial since October 2019, where securities are offered through Purshe Kaplan Sterling Investments. Prior to this role, R. Clayton Anderson held the position of Director of Finance at 49 Financial at AXA Advisors from June 2015 to October 2019, focusing on holistic financial planning for families and business owners. Earlier experience includes roles as a Financial Professional at AXA from May 2014 to October 2019, Broker: Active Trader Specialist at Charles Schwab from October 2010 to May 2014, and Financial Professional at AXA Advisors from June 2009 to August 2010. R. Clayton Anderson earned a BBA in Finance from Mays Business School at Texas A&M University between 2005 and 2009.
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49 Financial
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49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.