Advisor at Perigon Wealth Management, LLC
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Firm
Perigon Wealth Management, LLC
Location
Centerville, DE 19807
Credentials
Series 66
Industry experience
7 years
Clay Kinnard is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Greenville Financial Group, Sagepoint Financial, and Securian Financial Services. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm builds portfolios tailored to client objectives and risk tolerance, regularly monitoring accounts and often delegating investment management to independent managers or turnkey asset management programs.
Based on Perigon Wealth Management, LLC
$0+: 0.20% annually +: up to 2.00% annually
5806 Kennett Pike
Centerville, DE 19807
Delaware
Perigon Wealth Management, LLC
2022 - Present (4 years)
Greenville Financial Group, LLC
2020 - 2022 (2 years)
Sagepoint Financial, Inc.
2020 - 2022 (2 years)
Securian Financial Services Inc
2017 - 2020 (3 years)
Diamond State Financial Group
2017 - 2020 (3 years)
Minnesota Life Insurance Co
2017 - 2020 (3 years)
K2 Advisory Services LLC
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Chadds Ford, PA
The Lyttle Company, LLC
John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.
Series 65
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3rd Level Analytics
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