James Clifford (CRD# 5742232) is an Investment Advisor Representative working at Primerica Advisors in Bethel, CT and has over 14 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments, Inc. | Bethel, CT | Feb 2010 - Current | 14 |
| Primerica Financial Services | Bethel, CT | Feb 2009 - Current | 15 |
| Eversource Energy Services Company | Berlin, CT | Feb 2008 - Jan 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- CT
-
Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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