Clifton, Roger Lambert
Clifton, Roger Lambert (CRD# 118284) is a financial advisory firm headquartered in , . They manage $14,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Clifton, Roger Lambert
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts8ACCOUNTS
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Average Account Value$1,750,000
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Clifton, Roger Lambert
1
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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