Gregory Clifton (CRD# 1098719) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Worth, TX and has over 39 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield, IA | Aug 2014 - Current | 9 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Aug 2014 - Current | 9 |
| Gregory T. Clifton Dba - Clifton Capital Partners, Inc. | Fort Worth, TX | Oct 1998 - Current | 25 |
| Commonwealth Financial Network | Waltham, MA | Jan 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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