Clayton Liscom, Cfa® Cka®
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Clayton Liscom, Cfa® Cka® Email & Phone Number

Wealth Advisor | Partner at Veracity Capital
Location: West Palm Beach, Florida, United States 6 work roles 3 schools
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Current company
Role
Wealth Advisor | Partner
Location
West Palm Beach, Florida, United States
Company size

Who is Clayton Liscom, Cfa® Cka®? Overview

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Quick answer

Clayton Liscom, Cfa® Cka® is listed as Wealth Advisor | Partner at Veracity Capital, a with 20 employees, based in West Palm Beach, Florida, United States. AeroLeads shows a matched LinkedIn profile for Clayton Liscom, Cfa® Cka®.

Clayton Liscom, Cfa® Cka® previously worked as Wealth Advisor at The Ayco Company, L.P., A Goldman Sachs Company and Coordinator at Financial Peace University. Clayton Liscom, Cfa® Cka® holds Master Of Business Administration (Mba), Finance, General from University Of Michigan - Stephen M. Ross School Of Business.

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Email format at Veracity Capital

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Veracity Capital

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Profile bio

About Clayton Liscom, Cfa® Cka®

Clayton Liscom, Cfa® Cka® is a Wealth Advisor | Partner at Veracity Capital. They possess expertise in legacy planning, estate planning, tactical asset allocation, alternative investment strategies, stocks and 3 more skills.

Listed skills include Legacy Planning, Estate Planning, Tactical Asset Allocation, Alternative Investment Strategies, and 4 others.

Current workplace

Clayton Liscom, Cfa® Cka®'s current company

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Veracity Capital
Veracity Capital
Wealth Advisor | Partner
dallas, texas, united states
Employees
20
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6 roles · 15 years

Clayton Liscom, Cfa® Cka® work experience

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Wealth Advisor | Partner

Current

West Palm Beach, Florida | Miami, Florida

Veracity Capital advisors provide lifetime financial guidance and service. We work on behalf of our clients as trusted partners, with methods that are efficient, objective, and focused on each client’s best interests.Advisory services offered through Veracity Capital, LLC, a registered investment advisor

Nov 2018 - Present

Coordinator

Financial Peace University
2012 - 2016 ~4 yrs

Executive Vice President

Albany, New York Area

Jan 1992 - May 1994

President

First Investment Management

Oklahoma City

Jun 1982 - Jan 1992
Team & coworkers

Colleagues at Veracity Capital

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3 education records

Clayton Liscom, Cfa® Cka® education

Chartered Financial Analyst (Cfa)

The Institute Of Chartered Financial Analysts
FAQ

Frequently asked questions about Clayton Liscom, Cfa® Cka®

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

What company does Clayton Liscom, Cfa® Cka® work for?

Clayton Liscom, Cfa® Cka® works for Veracity Capital.

What is Clayton Liscom, Cfa® Cka®'s role at Veracity Capital?

Clayton Liscom, Cfa® Cka® is listed as Wealth Advisor | Partner at Veracity Capital.

Where is Clayton Liscom, Cfa® Cka® based?

Clayton Liscom, Cfa® Cka® is based in West Palm Beach, Florida, United States while working with Veracity Capital.

What companies has Clayton Liscom, Cfa® Cka® worked for?

Clayton Liscom, Cfa® Cka® has worked for Veracity Capital, The Ayco Company, L.P., A Goldman Sachs Company, Financial Peace University, First Albany Corp., and Keybank.

Who are Clayton Liscom, Cfa® Cka®'s colleagues at Veracity Capital?

Clayton Liscom, Cfa® Cka®'s colleagues at Veracity Capital include Anup Giri, Chandler Warren, Omar Roman, M.S., Cfp®, John Rogers, and Mary Hannah Liscom.

How can I contact Clayton Liscom, Cfa® Cka®?

You can use AeroLeads to view verified contact signals for Clayton Liscom, Cfa® Cka® at Veracity Capital, including work email, phone, and LinkedIn data when available.

What schools did Clayton Liscom, Cfa® Cka® attend?

Clayton Liscom, Cfa® Cka® holds Master Of Business Administration (Mba), Finance, General from University Of Michigan - Stephen M. Ross School Of Business.

What skills is Clayton Liscom, Cfa® Cka® known for?

Clayton Liscom, Cfa® Cka® is listed with skills including Legacy Planning, Estate Planning, Tactical Asset Allocation, Alternative Investment Strategies, Stocks, Bonds, Mutual Funds, and Insurance.

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