Clifford BrottCRD Number: 31829
Current Firm: Capital Ideas
Clifford Brott (CRD# 31829) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 31 years of experience in the finance industry. Clifford Brott 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Rhodes Securities, Inc.||Fort Worth, TX||Apr 2020 - Current||2|
|Capital Ideas, Inc.||Dallas, TX||Jun 1995 - Current||27|
|Alliance Financial Group, Inc.||Fort Worth, TX||May 2006 - Apr 2020||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1991|
Total Assets Under Management272MILLIONS
Total Number of Accounts165ACCOUNTS
Average Account Value$1,647,276
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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