Cle comes to Western Wealth with decades of experience providing compliance oversight and supervision. A large part of his career was spent at Waddell & Reed, who were acquired by LPL Financial. All of Cle’s knowledge is put to good use and his gentle delivery is appreciated across Western Wealth.
Cle enjoys the time he spends with his cute pup.
Series 4, 7, 8, 63, 24, SIE