Raymond Clifford, financial advisor Worcester MA
93 score

Raymond Clifford

CRD Number: 1031133
Current Firm: Lincoln Investment

Raymond Clifford (CRD# 1031133) is an Investment Advisor Representative working at Lincoln Investment in Worcester, MA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Planning Inc. Worcester, MA May 2012 - Current 4
The Lincoln National Life Insurance Company Fort Wayne, IN Aug 1990 - Current 26
Clifford & Reno Ins. Agency Worcester, MA Dec 1988 - Current 28
Legend Equities Corporation Palm Beach Gardens, FL May 1993 - Apr 2012 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Raymond P. Clifford
Phone Number: 215-887-8111
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, 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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