S D Clifford Advisors, LLC

S D Clifford Advisors, LLC (CRD# 120614) is a financial advisory firm headquartered in Canton, OH. They manage $25,000,000 in 350 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $71,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

OH

Financial Advisors at S D Clifford Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Steven D. Clifford
CRD#: 2837165
4150 Belden Village St Nw Suite 601, Canton, OH 44718
96
Wealthminder
score

Steven Clifford (CRD# 2837165) is an Investment Advisor Representative working at S D Clifford Advisors, LLC in Canton, OH and has over 14 years of experience in the finance industry. Steven Clifford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel L. Yoho
CRD#: 1353988
4150 Belden Village St Nw Suite 601, Canton, OH 44718
93
Wealthminder
score

Daniel Yoho (CRD# 1353988) is an Investment Advisor Representative working at S D Clifford Advisors, LLC in Canton, OH and has over 10 years of experience in the finance industry.

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