Tage CliffordCRD Number: 6103627
Current Firm: Transamerica Retirement Advisors, LLC
Tage Clifford (CRD# 6103627) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in North Salt Lake, UT and has over 4 years of experience in the finance industry.
Brighton Wealth Management, Inc.
|Transamerica Investors Securities Corporation||North Salt Lake, UT||Oct 2014 - Current||2|
|Transamerica Retirement Solutions||North Salt Lake, UT||Sep 2014 - Current||2|
|Jp Morgan Securities LLC||Ogden, UT||Apr 2014 - Sep 2014||< 1|
|Jpmorgan Chase Bank||Ogden, UT||Apr 2014 - Sep 2014||< 1|
|Strategic Advisers Inc.||Salt Lake City, UT||Dec 2013 - Apr 2014||< 1|
|Fidelity Investments||Salt Lake City, UT||Jul 2012 - Apr 2014||1|
|Fidelity Brokerage Services LLC||Salt Lake City, UT||Jul 2012 - Dec 2013||1|
|Unemployed||Roy, UT||May 2012 - Jul 2012||< 1|
|Mountain Land Business Systems||Salt Lake City, UT||Dec 2011 - May 2012||< 1|
|Utah State University||Logan, UT||Aug 2011 - Dec 2011||< 1|
|Logan City||Logan, UT||Sep 2011 - Nov 2011||< 1|
|Self-employed Vivint Home Security||Roy, UT||May 2011 - Aug 2011||< 1|
|Utah State University||Logan, UT||Jan 2011 - May 2011||< 1|
|Convergys||Logan, UT||Dec 2010 - May 2011||< 1|
|Logan City||Logan, UT||Sep 2010 - Dec 2010||< 1|
|Western Watts||Logan, UT||Apr 2010 - Jul 2010||< 1|
|Utah State University||Logan, UT||Jan 2010 - May 2010||< 1|
|University Of Utah||Salt Lake City, UT||Aug 2009 - Dec 2009||< 1|
|East Mill Creek Rec. Center||Salt Lake City, UT||Jun 2009 - Nov 2009||< 1|
|University Of Utah||Salt Lake City, UT||Aug 2008 - May 2009||< 1|
|Unemployed||Roy, UT||May 2008 - Aug 2008||< 1|
|University Of Utah||Salt Lake City, UT||Aug 2007 - May 2008||< 1|
|Calder Sprinkler And Landscaping||South Weber, UT||May 2007 - Jul 2007||< 1|
|Snow Junior College||Ephraim, UT||Jan 2007 - May 2007||< 1|
|Flint Plumbing||Syracuse, UT||Aug 2006 - Nov 2006||< 1|
|Church Of Jesus Christ Of Latter-day Saints||Lubbock, TX||Jul 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management3,536MILLIONS
Total Number of Accounts1,013ACCOUNTS
Average Account Value$3,490,703
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.