Clifford
Veach

Independent Financial Advisors, Inc

CRD#1544270
Investment Advisor
in Maumelle, AR

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Clifford Veach is a personal financial specialist who works in Maumelle, Arkansas, who has been in the industry for 25 years. Veach is an advisor for Independent Financial Advisors, Inc. Over the course of their career, Veach has held roles at Independent Financial Advisors, Inc, Craft Veach & Co Cpas, Applied Capital LLC, Independent Tax Services, Inc and Craft Veach Insurance Solutions, LLC. Veach has a Series 63 license, qualifying them as a securities agent, and is registered to serve investors in Arkansas and Texas. Independent Financial Advisors, Inc is a company that has its headquarters in Maumelle, Arkansas. It has $12 million in total assets across its 57 accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 57 customer accounts, 16% are associated with high-net-worth individuals who have more than $1 million in investable assets. Independent Financial Advisors, Inc performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely depend on which services are offered. Fees billed by Independent Financial Advisors, Inc most likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Personal Financial Specialist

Years of Experience

25 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

8412 Counts Massie Road
Maumelle, AR 72113

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Independent Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$12,346,975

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

2

AR Average: 42
Total Number of Accounts

57

AR Average: 1,714
Average Account Size

$216,614

AR Average: $513,539

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Clifford Veach Work History

Clifford has 25 years of experience.

2018 - Present (3 years)

Applied Capital LLC

2017 - Present (4 years)

Independent Tax Services, Inc

1995 - Present (26 years)

Independent Financial Advisors, Inc

2013 - 2015 (2 years)

Craft Veach Insurance Solutions, LLC

1997 - 2016 (19 years)

Craft Veach & Co Cpas

Disclosures

Clifford Veach has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Independent Financial Advisors, Inc

John Mueller
Maumelle, AR
Clifford Veach
Maumelle, AR

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started