Daniel Clifford (CRD# 6112047) is an Investment Advisor Representative working at White Knight Strategic Wealth Advisors, LLC in Princeton, NJ and has over 9 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| White Knight Strategic Wealth Advisors | Princeton, NJ | Jul 2019 - Current | 4 |
| Ameriprise Financial Services, Inc. | Princeton, NJ | Aug 2012 - Jul 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- NJ
-
Total Assets Under Management154MILLIONS
-
Total Number of Accounts524ACCOUNTS
-
Average Account Value$293,236
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NJ, NY, OH, TX
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