Unclaimed Profile

Deborah Marie Claydon

CARPENTER, CLAYDON ADVISORS, INC.·MAITLAND, Florida

Series 3, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredCARPENTER, CLAYDON ADVISORS, INC.

557 N. WYMORE ROAD, MAITLAND, FL 32751CRD# 2030444Firm CRD# 143516

Profile Verification

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

Identity

Deborah Marie Claydon · MAITLAND, FL

Registration

CRD #2030444 · CARPENTER, CLAYDON ADVISORS, INC. · 27 years registered

Brand Profile

Not yet started

Career History

CARPENTER, CLAYDON ADVISORS, INC.

Apr 2007 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2005 – Jul 2007

ORLANDO, FL

CAMBRIDGE INVESTMENT RESERARCH, INC.

Jul 1999 – Mar 2005

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 23, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARPENTER, CLAYDON ADVISORS, INC.

CRD 143516 · SEC 801-67751

AUM

$276M

Regulatory assets under management

Employees

395 client accounts

Services offered by CARPENTER, CLAYDON ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARPENTER, CLAYDON ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Deborah Marie Claydon offer?

Deborah Marie Claydon specializes in Financial Planning, Investment Management. Contact their office in MAITLAND, Florida for a consultation.

What are Deborah Marie Claydon's credentials?

Deborah Marie Claydon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah Marie Claydon located?

Deborah Marie Claydon is based in MAITLAND, Florida, working with CARPENTER, CLAYDON ADVISORS, INC.. Their office serves clients in the MAITLAND metropolitan area and surrounding communities.

How does Deborah Marie Claydon charge for services?

Deborah Marie Claydon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARPENTER, CLAYDON ADVISORS, INC.?

CARPENTER, CLAYDON ADVISORS, INC. has approximately 3 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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