Core Wealth Consultants, LLC

Core Wealth Consultants, LLC (CRD# 165246) is a financial advisory firm headquartered in , . They manage $29,000,000 in 135 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://timothy.clifford.us
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $214,815
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, MI

Financial Advisors at Core Wealth Consultants, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy Clifford, financial advisor Winter Garden FL
Timothy J. Clifford
CRD#: 1061464
Winter Garden, FL

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals