Timothy Clifford (CRD# 1061464) is an Investment Advisor Representative working at Core Wealth Consultants, LLC in Winter Garden, FL and has over 39 years of experience in the finance industry. Timothy Clifford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Insurance Agent | Winter Garden, FL | Sep 2013 - Current | 10 |
| Brendanwood Financial Brokerage LLC | Clermont, FL | Apr 2017 - Oct 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1984 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2000 |
- FL
- IN
- MI
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts135ACCOUNTS
-
Average Account Value$214,815
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, IN, MI
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