Tage Clifford, financial advisor Syracuse UT
93 score

Tage Clifford

CRD Number: 6103627
Current Firm: Transamerica Retirement Advisors, LLC

Tage Clifford (CRD# 6103627) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Syracuse, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Investors Securities Corporation North Salt Lake, UT Oct 2014 - Current 3
Transamerica Retirement Solutions North Salt Lake, UT Sep 2014 - Current 3
Jp Morgan Securities LLC Ogden, UT Apr 2014 - Sep 2014 < 1
Jpmorgan Chase Bank Ogden, UT Apr 2014 - Sep 2014 < 1
Strategic Advisers Inc. Salt Lake City, UT Dec 2013 - Apr 2014 < 1
Fidelity Investments Salt Lake City, UT Jul 2012 - Apr 2014 1
Fidelity Brokerage Services LLC Salt Lake City, UT Jul 2012 - Dec 2013 1
Unemployed Roy, UT May 2012 - Jul 2012 < 1
Mountain Land Business Systems Salt Lake City, UT Dec 2011 - May 2012 < 1
Utah State University Logan, UT Aug 2011 - Dec 2011 < 1
Logan City Logan, UT Sep 2011 - Nov 2011 < 1
Self-employed Vivint Home Security Roy, UT May 2011 - Aug 2011 < 1
Utah State University Logan, UT Jan 2011 - May 2011 < 1
Convergys Logan, UT Dec 2010 - May 2011 < 1
Logan City Logan, UT Sep 2010 - Dec 2010 < 1
Western Watts Logan, UT Apr 2010 - Jul 2010 < 1
Utah State University Logan, UT Jan 2010 - May 2010 < 1
University Of Utah Salt Lake City, UT Aug 2009 - Dec 2009 < 1
East Mill Creek Rec. Center Salt Lake City, UT Jun 2009 - Nov 2009 < 1
University Of Utah Salt Lake City, UT Aug 2008 - May 2009 < 1
Unemployed Roy, UT May 2008 - Aug 2008 < 1
University Of Utah Salt Lake City, UT Aug 2007 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Tage B. Clifford
Phone Number: 866-368-0566
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    3,803
    MILLIONS
  • Total Number of Accounts
    24,276
    ACCOUNTS
  • Average Account Value
    $156,655
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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