Clayton Squier, Cfp ®
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Clayton Squier, Cfp ® Email & Phone Number

Squier & Martinez Financial Management Group - Advisors with D.A. Davidson & Co. at D.A. Davidson Companies
Location: Grand Junction, Colorado, United States 4 work roles 2 schools
1 work email found @wellsfargoadvisors.com LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email c****@wellsfargoadvisors.com
LinkedIn Profile matched
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Current company
Role
Squier & Martinez Financial Management Group - Advisors with D.A. Davidson & Co.
Location
Grand Junction, Colorado, United States
Company size

Who is Clayton Squier, Cfp ®? Overview

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Quick answer

Clayton Squier, Cfp ® is listed as Squier & Martinez Financial Management Group - Advisors with D.A. Davidson & Co. at D.A. Davidson Companies, a company with 976 employees, based in Grand Junction, Colorado, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Clayton Squier, Cfp ®.

Clayton Squier, Cfp ® previously worked as Financial Advisor at D.A. Davidson Companies and Financial Advisor at Wells Fargo Advisors. Clayton Squier, Cfp ® holds Finance And Economics, Finance And Financial Management Services from Grand Canyon University.

Company email context

Email format at D.A. Davidson Companies

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*@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Clayton Squier, Cfp ®. Compare company email patterns before reaching out.

Profile bio

About Clayton Squier, Cfp ®

I help clients develop strategies designed to protect and grow their assets in order to work toward achieving their financial goals. I do this by providing them with customized investment strategies, holistic financial guidance, and proprietary financial tools that D.A. Davidson provides me with. I focus on strong, personal client relationships in hope that they last a lifetime. When I'm not helping clients move towards their financial goals, I enjoy travel, camping, fishing, and riding motorcycles. For the State of Colorado I have a General Securities Registration, a Uniform and Combined State Law Registration, a Life Insurance and Variable Products License, and a Health and Accident Insurance License. Please feel free to contact me through the info below with any questions! Website: http://www.squiermartinezfmg.dadavidsonfa.com/Branch Address: 360 West Park Dr, Suite 200, Grand Junction CO 81505Office Phone Number: 970-822-4577Office Email: ccsquier@dadco.com**Please contact me by the above email or phone number as I cannot respond to messages through LinkedIn InMail.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.This information is intended for use by residents of only AZ, AR, CA, CO, FL, GA HI, ID, IN, MA, NE, NM, NV, OK, TX, UT & WI.

Current workplace

Clayton Squier, Cfp ®'s current company

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D.A. Davidson Companies
D.A. Davidson Companies
Squier & Martinez Financial Management Group - Advisors with D.A. Davidson & Co.
great falls, montana, united states
Employees
976
AeroLeads page
4 roles

Clayton Squier, Cfp ® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Grand Junction, Colorado Area

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE

May 2018 - May 2021

Registered Client Associate

Grand Junction, Colorado Area

Jun 2017 - May 2018

Customer Service Specialist

Phoenix, Arizona Area

Solving various customer issues and related operations. Training new employees, balancing cash drawers, answering the phone, and selling services were also a part of daily work responsibilities.

Oct 2014 - May 2017
Team & coworkers

Colleagues at D.A. Davidson Companies

Other employees you can reach at davidsoncompanies.com. View company contacts for 976 employees →

2 education records

Clayton Squier, Cfp ® education

Finance And Economics, Finance And Financial Management Services

Grand Canyon University

Magna Cum Laude

High School, Various, 9-12

Central High School

Activities and Societies: Varsity Basketball, Concert Band

FAQ

Frequently asked questions about Clayton Squier, Cfp ®

Quick answers generated from the profile data available on this page.

What company does Clayton Squier, Cfp ® work for?

Clayton Squier, Cfp ® works for D.A. Davidson Companies.

What is Clayton Squier, Cfp ®'s role at D.A. Davidson Companies?

Clayton Squier, Cfp ® is listed as Squier & Martinez Financial Management Group - Advisors with D.A. Davidson & Co. at D.A. Davidson Companies.

What is Clayton Squier, Cfp ®'s email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Clayton Squier, Cfp ® at D.A. Davidson Companies.

Where is Clayton Squier, Cfp ® based?

Clayton Squier, Cfp ® is based in Grand Junction, Colorado, United States while working with D.A. Davidson Companies.

What companies has Clayton Squier, Cfp ® worked for?

Clayton Squier, Cfp ® has worked for D.A. Davidson Companies, Wells Fargo Advisors, and Best Buy.

Who are Clayton Squier, Cfp ®'s colleagues at D.A. Davidson Companies?

Clayton Squier, Cfp ®'s colleagues at D.A. Davidson Companies include Prasaw Prasu, Thomas Conway, Agboola David, Dane Vowell, and Chris Barone.

How can I contact Clayton Squier, Cfp ®?

You can use AeroLeads to view verified contact signals for Clayton Squier, Cfp ® at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.

What schools did Clayton Squier, Cfp ® attend?

Clayton Squier, Cfp ® holds Finance And Economics, Finance And Financial Management Services from Grand Canyon University.

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