Matthew Clifford (CRD# 6751937) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 6 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 6353257
Shp Wealth Management, LLC
CRD# 1915639
Sage Wealth Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Osterville, MA | Mar 2020 - Current | 4 |
| Ameriprise Financial Services Inc. | Middleton, MA | May 2017 - Mar 2020 | 2 |
| Merrimack College | N. Andover, MA | Sep 2013 - May 2017 | 3 |
| Clifford Construction | Billerica, MA | Apr 2012 - May 2017 | 5 |
| North Star Resource Group | Boston, MA | Feb 2017 - Mar 2017 | < 1 |
| Putnam Investments | Andover, MA | Dec 2015 - Jan 2017 | 1 |
| Gallant And Son's | Billerica, MA | Jun 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- NJ
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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