Unclaimed Profile

Clayton Carter Kreis

G & O FINANCIAL SERVICES, INC.·ST. PETERSBURG, Florida

Clean recordG & O FINANCIAL SERVICES, INC.

888 EXECUTIVE CENTER DR W, ST. PETERSBURG, FL 33702CRD# 1725924Firm CRD# 141831

Profile Verification

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

Identity

Clayton Carter Kreis · ST. PETERSBURG, FL

Registration

CRD #1725924 · G & O FINANCIAL SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Clayton Carter Kreis is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with G & O FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

G & O FINANCIAL SERVICES, INC.

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at G & O FINANCIAL SERVICES, INC. →

Services

Other

Background

Compensation

Other: REFERRAL FEES FROM RIAS

Regulatory

SEC/IARD CRD# 1725924

Firm CRD# 141831

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Clayton Carter Kreis offer?

Clayton Carter Kreis is a registered financial advisor in ST. PETERSBURG, Florida. Contact their office for details on services offered.

What are Clayton Carter Kreis's credentials?

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

Where is Clayton Carter Kreis located?

Clayton Carter Kreis is based in ST. PETERSBURG, Florida, working with G & O FINANCIAL SERVICES, INC.. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.

How does Clayton Carter Kreis charge for services?

Clayton Carter Kreis's firm is compensated through other: referral fees from rias. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is G & O FINANCIAL SERVICES, INC.?

G & O FINANCIAL SERVICES, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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