Clinton Coburn has been an investment adviser representative at The Retirement Solution since April 2023, and is not listed among the firm’s executive officers or direct owners.
The Retirement Solution LLC is a Redmond, WA firm with $699M under management, 824 clients and 15 advisers across 5 offices, as of its May 2026 filing.
Clinton Coburn’s longest registration is the current one, 3 years at The Retirement Solution since 2023. Before joining The Retirement Solution in 2023, Clinton Coburn was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones.
- The Retirement Solution LLCCurrent– present · 3 yearsMill Creek, WA · Adviser representative · Firm CRD 148106
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsSammamish, WA · Adviser representative · Firm CRD 7691
- Edward Jones– · 2 yearsKirkland, WA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Clinton Coburn is registered as an investment adviser representative in Washington, since April 2023.
- WashingtonSince 27 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 May 2017 |
| Series 7 | General Securities Representative Examination | 8 February 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Clinton William Coburn
- CRD
- 6735628
- Firm
- The Retirement Solution · CRD 148106
- Office
- 1600 BOTHELL EVERETT HIGHWAY, SUITE 111, Mill Creek, WA 98012
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Clinton Coburn work?
Clinton Coburn is an investment adviser representative registered through The Retirement Solution LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Clinton Coburn a financial advisor?
Yes. Clinton Coburn has a current investment-adviser registration in Washington, through The Retirement Solution since April 2023.
How many years of experience does Clinton Coburn have?
Clinton Coburn has 8 years in the financial industry, since November 2017, across 3 adviser firms.
What exams has Clinton Coburn passed?
Clinton Coburn has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2017. FINRA credited Clinton Coburn with the SIE, which began in October 2018.
Where did Clinton Coburn work before The Retirement Solution?
Before The Retirement Solution, Clinton Coburn was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2019 to October 2022; Edward Jones, July 2017 to October 2019.
Where is Clinton Coburn based?
Clinton Coburn’s registered office is in Mill Creek, WA.
Is Clinton Coburn registered with FINRA?
No. Clinton Coburn has no current broker registration.
How can I verify Clinton Coburn’s record?
Search CRD 6735628 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clinton Coburn’s full registration record.
- Thomas BlackPresident, Financial Planner
- Brian PetraitisChief Compliance Officer
James BlackCEO, Financial Planner