Clifford Shirah (CRD# 2767896) is an Investment Advisor Representative working at Cl Wealth Management LLC in Blue Ridge, GA and has over 27 years of experience in the finance industry.
CRD# 6218121
Edward Jones
CRD# 2142628
Cetera Investment Advisers LLC
CRD# 1336378
Triad Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cl Wealth Management LLC | New York, NY | Jan 2023 - Current | 1 |
| Cabot Lodge Securities | New York, NY | Sep 2019 - Current | 4 |
| Sb Advisory, LLC | Atlanta, GA | Jan 2018 - Jan 2023 | 5 |
| Ifs Securitites, Inc. | Atlanta, GA | Jan 2018 - Aug 2019 | 1 |
| Proequities, Inc. | Blue Ridge, GA | Sep 2007 - Jan 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management533MILLIONS
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Total Number of Accounts2,003ACCOUNTS
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Average Account Value$265,993
- A percentage of assets under your management
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