Clayton Bland
Directeur Général chez CliftonLarsonAllen Wealth Advisors LLC
Profil
Mr. William C.
Bland is a Chief Executive Officer at CliftonLarsonAllen Wealth Advisors LLC.
He has over 20 years of experience in the financial services industry.
He began his career with J.P.
Morgan in 1999 working in the firms Century City office in Southern California.
he was a member of the Investment Banking Private Client Services Team that specialized in helping the firm’s corporate executive clients.
During his 10 years in Los Angeles, he worked on a broad spectrum of actionable ideas serving high net worth individuals.
In 2008, he transitioned to Seattle to open the J.P.
Morgan Securities offices in the Northwest.
He received his undergraduate degree from the University of California.
Postes actifs de Clayton Bland
| Sociétés | Poste | Début |
|---|---|---|
CliftonLarsonAllen Wealth Advisors LLC
 CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CliftonLarsonAllen Wealth Advisors LLC (CLA) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded as LarsonAllen Financial LLC and is a wholly-owned subsidiary of CliftonLarsonAllen LLP. CLA provides wealth advisory and asset management services to individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, limited liability companies, limited partnerships, unincorporated associations, and corporations. | Directeur Général | 01/01/2020 |
Formation de Clayton Bland
| University of California | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
CliftonLarsonAllen Wealth Advisors LLC
CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CliftonLarsonAllen Wealth Advisors LLC (CLA) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded as LarsonAllen Financial LLC and is a wholly-owned subsidiary of CliftonLarsonAllen LLP. CLA provides wealth advisory and asset management services to individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, limited liability companies, limited partnerships, unincorporated associations, and corporations. | Finance |