Cbre Clarion Securities LLC

Cbre Clarion Securities LLC (CRD# 106256) is a financial advisory firm headquartered in Radnor, PA. They manage $20,974,380,275 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20,974
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $190,676,184
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Cbre Clarion Securities LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jarrett B. Kling
CRD#: 1028926
259 N. Radnor-chester Road, Suite 205, Radnor, PA 19087
93
Wealthminder
score

Jarrett Kling (CRD# 1028926) is an Investment Advisor Representative working at Cbre Clarion Securities LLC in Radnor, PA and has over 35 years of experience in the finance industry.

2
Thomas R. Ferguson
CRD#: 4363319
201 King Of Prussia Road, Suite 600, Radnor, PA 19087
90
Wealthminder
score

Thomas Ferguson (CRD# 4363319) is an Investment Advisor Representative working at Cbre Clarion Securities LLC in Radnor, PA and has 1 year of experience in the finance industry.

3
Stephen D. Burton
CRD#: 4603200
259 N. Radnor-chester Road, Suite 205, Radnor, PA 19087
87
Wealthminder
score

Stephen Burton (CRD# 4603200) is an Investment Advisor Representative working at Cbre Clarion Securities LLC in Radnor, PA and has 1 year of experience in the finance industry.

4
Kenneth D. Campbell
CRD#: 1043965
259 N. Radnor-chester Road, Suite 205, Radnor, PA 19087
87
Wealthminder
score

Kenneth Campbell (CRD# 1043965) is an Investment Advisor Representative working at Cbre Clarion Securities LLC in Radnor, PA and has 1 year of experience in the finance industry.

5
Joseph P. Smith
CRD#: 2627429
259 N. Radnor-chester Road, Suite 205, Quakertown, PA 18951
87
Wealthminder
score

Joseph Smith (CRD# 2627429) is an Investment Advisor Representative working at Cbre Clarion Securities LLC in Quakertown, PA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.