Clifton Hume, financial advisor Greeley CO

Clifton Hume

CRD Number: 2595565
Current Firm: Eastsound Capital Advisors, LLC

Clifton Hume (CRD# 2595565) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Greeley, CO and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Eastsound Capital Advisors Eastsound, WA Oct 2023 - Current < 1
Sowell Management Services Greeley, CO Nov 2016 - Oct 2023 6
Concert Wealth Management, Inc. San Jose, CA Jul 2016 - Nov 2016 < 1
Raymond James Financial Services Advisors Inc. Greeley, CO Jun 2015 - May 2016 < 1
First National Bank Greeley, CO Jun 2001 - Apr 2016 14
First National Capital Markets Omaha, NE Dec 2010 - Jun 2015 4
First National Bank Of Colorado Fort Collins, CO Aug 2002 - Jun 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Dec 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Clifton W. Hume
Phone Number: 360-317-4688
Registered State(s):
  • CO
Current Firm Details
Eastsound Capital Advisors, LLC
Firm's CRD Number: 160180
By the Numbers
  • Total Assets Under Management
    140
    MILLIONS
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $639,297
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, LA, MA, TX, WA

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