Peter Clifford, financial advisor Chandler AZ
90 score

Peter Clifford

CRD Number: 6112906
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Peter Clifford (CRD# 6112906) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Phoenix, AZ Mar 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix, AZ Aug 2012 - Current 4
Unemployed Phoenix, AZ Sep 2011 - Aug 2012 < 1
New York Jets Florham Park, NJ Aug 2011 - Sep 2011 < 1
Beachwood Bar And Grill San Diego, CA Apr 2011 - Aug 2011 < 1
Unemployed San Diego, CA Feb 2011 - Apr 2011 < 1
Unemployed Salem, NH Dec 2010 - Feb 2011 < 1
Hartford Colonials Cromwell, CT Aug 2010 - Dec 2010 < 1
Unemployed San Diego, CA Jun 2010 - Aug 2010 < 1
Unemployed Nashville, TN Apr 2010 - Jun 2010 < 1
Tennessee Titans Nashville, TN Mar 2009 - Apr 2010 1
Unemployed Gilbert, AZ Jan 2009 - Mar 2009 < 1
Moon Valley Nurseries Chandler, AZ Nov 2008 - Jan 2009 < 1
Unemployed Gilbert, AZ Sep 2008 - Nov 2008 < 1
Arizona Cardinals Tempe, AZ Apr 2008 - Sep 2008 < 1
Unemployed East Lansing, MI Jan 2008 - Apr 2008 < 1
Michigan State University East Lansing, MI Jan 2003 - Jan 2008 5
Landshark Bar And Grill East Lansing, MI Jan 2005 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Peter Clifford
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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