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Clay Alliston

Clay Alliston

Followers of Clay Alliston2000 followers
location of Clay AllistonAtlanta, Georgia, United States

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  • Timeline

  • About me

    Schwab Retirement Plan Services: The choice for employers who want more.

  • Education

    • Yale University

      1996 - 2001
      Economics, Architecture

      Activities and Societies: Varsity Basketball

    • Georgia College & State University

      2001 - 2003
      Economics

  • Experience

    • Stadion Money Management

      Aug 2002 - Jan 2013

      • Senior Vice President - Director of National Accounts

        Aug 2002 - Jan 2013

      • Vice President - Sales

        Mar 2005 - Oct 2010

      • Trading and Portfolio Manager

        Aug 2002 - Mar 2005

    • Trademark Capital Asset Management, Inc.

      Jan 2014 - Jan 2017
      Executive Vice President

    • Lincoln Financial Group

      May 2017 - Dec 2017
      Sales Director, Institutional Retirement Distribution

  • Licenses & Certifications

    • Series 65

      FINRA (Financial Industry Regulatory Authority)
      Oct 2007

    • Series 63

      FINRA (Financial Industry Regulatory Authority)
      Jul 2017

    • Series 6

      FINRA (Financial Industry Regulatory Authority)
      Jul 2017

    • Series 7

      FINRA