Clay Downey, Cpfa Email & Phone Number

Tulsa, Ok, United States

Securities offered through LPL Financial, Member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.WELLth Advisory Services, LLC employs (or contracts with) individuals… Show more Securities offered through LPL Financial, Member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

Tulsa, Oklahoma

Tulsa, Oklahoma Area

• Assist individuals, families, and businesses to develop a holistic financial plan to achieve their goals. • Create presentations and projections to educate clients on how they could improve their current financial situation.