R. Clayton Anderson

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.