Clifford Robison, financial advisor Farmington Hills MI
96 score

Clifford Robison

CRD Number: 2975566
Current Firm: On Investment Management Co

Clifford Robison (CRD# 2975566) is an Investment Advisor Representative working at On Investment Management Co in Farmington Hills, MI and has over 18 years of experience in the finance industry. Clifford Robison 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.

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Professional Designations
Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Feb 2015 - Current 1
Ohio National Service Services Cincinnati, OH Nov 2014 - Current 2
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Jan 2015 6
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Clifford J. Robison
Phone Number: 855-262-0913
Registered State(s):
  • FL
  • MI
  • OR
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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