Mckenna Clifford (CRD# 7283078) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 3 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 4815526
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cx Institutional, LLC | East Landing, MI | Jul 2020 - Current | 3 |
| Michigan State University | Lansing, MI | Aug 2018 - May 2020 | 1 |
| Michigan State University | East Lansing, MI | Aug 2018 - May 2020 | 1 |
| Purdue University | West Lafayette, IN | Sep 2016 - Aug 2018 | 1 |
| Purdue University | West Lafayette, IN | Aug 2015 - Aug 2018 | 3 |
| Agricultural Economic Insight | West Lafatette, IN | Jul 2017 - May 2018 | < 1 |
| Purdue University | West Lafayette, IN | May 2017 - May 2018 | 1 |
| Richard Squier Pallets Inc. | Waterloo, IN | May 2016 - Aug 2016 | < 1 |
| Dekalb High School | Waterloo, IN | Aug 2011 - Jul 2015 | 3 |
| Polo Ralph Lauren | Fremont, IN | Nov 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- IN
- TX
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Total Assets Under Management2,387MILLIONS
-
Total Number of Accounts8,548ACCOUNTS
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Average Account Value$279,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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