Clifford
Veach

Veach Family Financial

CRD#1544270
Investment Advisor
in Maumelle, AR

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About this Advisor

Clifford Veach is a financial advisor based in Maumelle, Arkansas, working with Veach Family Financial. Clifford has previously held positions at Independent Financial Advisors, Inc, Craft Veach & Co Cpas, Applied Capital LLC, Independent Tax Services, Inc, and Craft Veach Insurance Solutions, LLC. Clifford has passed the Series 63 regulatory exam and is registered to provide services in Arkansas and Texas. Currently, Clifford is part of Veach Family Financial, which operates out of Maumelle, Arkansas. The firm has 3 employees and manages assets totaling $112.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Veach Family Financial includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

8412 Counts Massie Road
Maumelle, AR 72113

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Veach Family Financial Brokerage Details

Total Assets Under Management

$112,434,156

AR Average: $880,205,985
Total Number of Employees

3

AR Average: 42
Total Number of Accounts

180

AR Average: 1,714
Average Account Size

$624,634

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Clifford Veach Work History

2018 - Present (7 years)

Applied Capital LLC

2017 - Present (8 years)

Independent Tax Services, Inc

1995 - Present (30 years)

Independent Financial Advisors, Inc

2013 - 2015 (2 years)

Craft Veach Insurance Solutions, LLC

1997 - 2016 (19 years)

Craft Veach & Co Cpas

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Clifford Veach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Veach Family Financial

Andrew Veach
Maumelle, AR
Clifford Veach
Maumelle, AR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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