Clifton, Roger Lambert

Clifton, Roger Lambert (CRD# 118284) is a financial advisory firm headquartered in , . They manage $54,000,000 in 17 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $3,176,471
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

MA, NC

Financial Advisors at Clifton, Roger Lambert
Showing 1 - 1 of 1 top financial advisors.
1
Roger L. Clifton
CRD#: 4487106
Columbus, NC
70
Wealthminder
score

Roger Clifton (CRD# 4487106) is an Investment Advisor Representative working at Clifton, Roger Lambert in Columbus, NC and has 1 year of experience in the finance industry.

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