Paris CluffCRD Number: 4441040
Current Firm: Founders Financial Securities, LLC
Paris Cluff (CRD# 4441040) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Sisters, OR and has over 14 years of experience in the finance industry.
Sheppard Wealth Management, LLC
Lpl Financial LLC
Capstone Wealth Management Group, LLC
|First Sierra Insurance Services, LLC||Fresno, CA||Sep 2013 - Current||3|
|Transamerica Financial Advisors, Inc.||Fresno, CA||Jan 2012 - Jul 2015||3|
|Vaught And Muela Insurance Services||Ripon, CA||Sep 2011 - Jul 2015||3|
|Debtmerica, LLC||Sant Ana, CA||Feb 2011 - Jul 2015||4|
|Wfg||Fresno, CA||Jul 2001 - Jul 2015||14|
|Unitedhealthcare Medicare Solutions||Fresno, CA||Feb 2008 - Oct 2013||5|
|Investment Advisors International, Inc.||Fresno, CA||Jun 2008 - Jan 2012||3|
|World Group Securities, Inc.||Fresno, CA||Apr 2002 - Jan 2012||9|
|Secure Horizon||Freseno, CA||Feb 2008 - Jul 2011||3|
|Message Reminders||Fresno, CA||Aug 2010 - Feb 2011||< 1|
|Us Financial||Lodi, CA||Sep 2007 - Oct 2008||1|
|Comunity Lending||Fresno, CA||Jul 2005 - Aug 2007||2|
|Total Debt Solutions||Salt Lake City, UT||Apr 2003 - Apr 2007||4|
|Kroll Advertising||Fresno, CA||Feb 2003 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management615MILLIONS
Total Number of Accounts7,645ACCOUNTS
Average Account Value$80,383
- 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
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- Selection of other advisers (including private fund managers)
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
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