Richard
Clifford
Arbor Point Advisors
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About this Advisor
Richard Clifford is a financial advisor working out of Lewiston, Idaho who has 3 years of relevant experience. Clifford works at Arbor Point Advisors. The advisor has gained experience at Ca Financial Services, Kms Financial Services, Inc, Securities America, Inc and Arbor Point Advisors. Clifford holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Idaho and Texas. Arbor Point Advisors is an advisory company based out of La Vista, NE. It has offices in 138 locations and a total of 1,844 advisors. It handles $6 billion in assets among its 30,789 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 30,789 accounts, just 7% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the type of services offered. However, fee types charged by Arbor Point Advisors likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arbor Point Advisors Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$6,428,973,356
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,844
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
30,789
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$208,807
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Richard Clifford Work History
Richard has been registered as a financial advisor for 3 years.*
Securities America, Inc
Arbor Point Advisors
Ca Financial Services
Kms Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Clifford 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 Arbor Point Advisors
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Portland, OR
Spokane, WA
Auburn, AL
Vancouver, WA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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