Kevin CliffordCRD Number: 1281831
Current Firm: Country Club Financial Services, Inc.
Kevin Clifford (CRD# 1281831) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Prairie Village, KS and has over 32 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Country Club Financial Services, Inc.||Kansas City, MO||Aug 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management41MILLIONS
Total Number of Accounts134ACCOUNTS
Average Account Value$307,490
- 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
- Selection of other advisers (including private fund managers)