Edward Jones
32yrs
Top advisor by experience in Shiloh
8yrs
Clinton Bert
Financial advisor at LPL Financial
Based in Shiloh, Illinois, Clinton Bert is a fiduciary financial advisor with 8 years of industry experience. Clinton joined LPL Financial in 2026, after a year at Wells Fargo Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 8 advisors with offices in Shiloh, and one of 8 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office1770 Frank Scott Parkway East, Shiloh, IL 62269
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2026 – nowLPL Financial LLCCurrent firm
- Oct 2025 – Sep 2026
- 2022 – 2026Wells Fargo Clearing Services, LLCPreviously
Contact Clinton
1770 Frank Scott Parkway EastShiloh, IL 62269Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Clinton
Tailored to Clinton’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Clinton
How do I contact Clinton?
Call LPL Financial at (704) 733-3300 and ask for Clinton Bert. Clinton works from the Shiloh, IL office.
How long has Clinton been a financial advisor?
Clinton has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Clinton hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Clinton a fiduciary?
Clinton is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Clinton paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Clinton for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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