Clifford MalingsCRD Number: 5044575
Current Firm: Compass Financial Advisors LLC
Clifford Malings (CRD# 5044575) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 16 years of experience in the finance industry.
Avertrust Wealth LLC
|Compass Financial Advisors||Chesterton, IN||Sep 2005 - Current||16|
|Fintegra, LLC||Minneapolis, MN||Oct 2007 - Jul 2015||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2005|
|S65||NASAA Investment Advisors Law Examination||Oct 2005|
Total Assets Under Management210MILLIONS
Total Number of Accounts821ACCOUNTS
Average Account Value$255,355
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IA, IL, IN, KY, MI, MN, NH, OH, TX
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