Patrick Clifford, financial advisor Tyler TX
93 score

Patrick Clifford

CRD Number: 4526763
Current Firm: Wells Fargo Advisors, LLC

Patrick Clifford (CRD# 4526763) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Tyler, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Tyler, TX Jan 2012 - Current 4
Morgan Stanley Smith Barney Tyler, TX Jun 2009 - Jan 2012 2
Morgan Stanley & Company, Incorporated Tyler, TX Apr 2007 - Jan 2012 4
Morgan Stanley Dw Inc. Tyler, TX Sep 2006 - Apr 2007 < 1
Ubs Financial Services Inc. Tyler, TX Mar 2002 - Sep 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Patrick J. Clifford
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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