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Clayton Carter Kreis

G & O FINANCIAL SERVICES, INC.·ST. PETERSBURG, Florida
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888 EXECUTIVE CENTER DR W, ST. PETERSBURG, FL 33702CRD# 1725924Firm CRD# 141831
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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.

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Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

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Firm Overview

Firm
G & O FINANCIAL SERVICES, INC.
G & O FINANCIAL SERVICES, INC.
AUM
Regulatory assets under management
Employees
2
Total firm employees
Services
Other
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Background

Compensation
Other: REFERRAL FEES FROM RIAS
Regulatory
SEC/IARD CRD# 1725924
Firm CRD# 141831
No disclosures on file
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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