Clayton Liscom, CFA® CKA®

Wealth Advisor | Partner at Veracity Capital
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Contact Information
us****@****om
(386) 825-5501
Location
West Palm Beach, Florida, United States, US
Skills

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Bio

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Experience

  • Veracity Capital
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor | Partner
      • Nov 2018 - Present

      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 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

  • Goldman Sachs Ayco Personal Financial Management
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Advisor
      • Apr 1999 - Nov 2018

  • Financial Peace University
    • Coordinator
      • 2012 - 2016

  • First Albany Corp.
    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • May 1994 - Apr 1997

  • KeyBank
    • United States
    • Banking
    • 700 & Above Employee
    • Executive Vice President
      • Jan 1992 - May 1994

  • First Investment Management
    • Oklahoma City
    • President
      • Jun 1982 - Jan 1992

Education

  • University of Michigan - Stephen M. Ross School of Business
    Master of Business Administration (MBA), Finance, General
  • The Institute of Chartered Financial Analysts
    Chartered Financial Analyst (CFA)
  • Kettering University
    BIE, Industrial Engineering
    1965 - 1970

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