Clifford AtheyCRD Number: 4252779
Current Firm: Marathon Capital Management
Clifford Athey (CRD# 4252779) is an Investment Advisor Representative working at Marathon Capital Management in Hunt Valley, MD and has over 20 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
Mml Investors Services, LLC
|Marathon Capital Management||Hunt Valley, MD||Oct 2015 - Current||6|
|Wunderlich Securities, Inc.||Memphis, TN||Aug 2011 - Jul 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2001|
|S65||NASAA Investment Advisors Law Examination||Feb 2016|
Total Assets Under Management592MILLIONS
Total Number of Accounts613ACCOUNTS
Average Account Value$965,092
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DC, FL, MA, MD, NH, NJ, NY, PA, TX, VA
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