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).
Total Assets Under Management25MILLION
Total Number of Accounts350ACCOUNTS
Average Account Value$71,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Steven Clifford (CRD# 2837165) is an Investment Advisor Representative working at S D Clifford Advisors, LLC in Canton, OH and has over 13 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.
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.