Unclaimed Profile

Clayton Mobley

ABACUS INVESTMENTS LLC·BIRMINGHAM, Alabama

Clean recordABACUS INVESTMENTS LLC

2207 2ND AVE NORTH, BIRMINGHAM, AL 35203CRD# 7316971Firm CRD# 327805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clayton Mobley · BIRMINGHAM, AL

Registration

CRD #7316971 · ABACUS INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Clayton Mobley is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with ABACUS INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ABACUS INVESTMENTS LLC

AUM

$112M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ABACUS INVESTMENTS LLC →

Services

Pension consulting

Background

Compensation

Performance-based fees

Other: RECEIVE FEES FROM PORTFOLIO COMPANIES FOR MGMT SERVICES

Regulatory

SEC/IARD CRD# 7316971

Firm CRD# 327805

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Clayton Mobley offer?

Clayton Mobley specializes in Retirement Planning. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Clayton Mobley's credentials?

Clayton Mobley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clayton Mobley located?

Clayton Mobley is based in BIRMINGHAM, Alabama, working with ABACUS INVESTMENTS LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Clayton Mobley charge for services?

Clayton Mobley's firm is compensated through performance-based fees, other: receive fees from portfolio companies for mgmt services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABACUS INVESTMENTS LLC?

ABACUS INVESTMENTS LLC has approximately 10 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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