Investors apparently complained about securities broker Tim Daniel Clairmont [CRD: 2847591, Lake Oswego, Oregon], based on public information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Clairmont has worked for Cetera Wealth Services and Cetera Investment Advisers since January 3, 2025; ClearFP Securities from June 11, 2021, to January 3, 2025; ClearFP Advisors from October 23, 2020, to January 3, 2025; Lion Street Advisors from January 19, 2017, to July 30, 2021; and Lion Street Financial from January 3, 2017, to July 30, 2021. Keep reading to learn more about Clairmont’s disclosures.
Specifically, on May 17, 2026, a Woodbury Financial Services client filed FINRA Arbitration No. 26-00915 about Tim Clairmont. Mainly, the client alleged that Clairmont made misrepresentations concerning Trilinc Global Impact Funds. For this reason, the client allegedly sustained damages involving a private placement. Therefore, the client requested more than $5,000 in compensation from Woodbury Financial Services or Clairmont. BrokerCheck shows that this arbitration is pending a resolution.
Additionally, a client of Woodbury Financial Services disputed Tim Clairmont’s sales practices, according to a complaint. Allegedly, Clairmont made unsuitable recommendations involving variable universal life insurance policies and pressured the client during the sales process. It appears that Clairmont caused the client to sustain damages. Consequently, Woodbury Financial Services opted to settle the matter on September 23, 2005, by compensating the client in the amount of $16,783.78. Clairmont made no individual contribution to the settlement and denied the allegations.
Do you have concerns or questions regarding investments you made with Tim Clairmont? If so, reach out to Soreide Law Group at (888) 760-6552 or online and talk with a securities attorney concerning a potential recovery of your investment losses. Soreide Law Group has recovered losses for many investors throughout the country. Also, our securities lawyers work on a contingency fee basis and advance all costs. Clairmont and brokerage firms Clairmont worked for deny allegations of sales practice violations.
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