Joshua Clifford (CRD# 6100592) is an Investment Advisor Representative working at Quoinage Capital LLC in Austin, TX and has over 7 years of experience in the finance industry. Joshua Clifford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quoinage Capital LLC | Austin, TX | Sep 2020 - Current | 3 |
| Ml&r Wealth Management, LLC | Austin, TX | Aug 2022 - Apr 2023 | < 1 |
| Bee Cave Investment Advisors | Lakeway, TX | Jul 2020 - Sep 2020 | < 1 |
| Ark Financial Advisors | Austin, TX | Mar 2020 - Jun 2020 | < 1 |
| Austin Asset | Austin, TX | May 2017 - Mar 2020 | 2 |
| Dimensional Fund Advisors | Austin, TX | May 2009 - Apr 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
- TX
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Total Assets Under Management37MILLIONS
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Total Number of Accounts96ACCOUNTS
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Average Account Value$387,082
- 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
- Other
TX
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