Clifford
Mintz
Freegulliver, LLC
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About this Advisor
Clifford Mintz is a financial advisor who works in New Orleans, Louisiana with a total of 4 years of relevant experience. Mintz is currently employed by Freegulliver, LLC. Throughout their career, they have worked at Pactec Inc, Radolo, LLC, Self Employeed, Freegulliver and Freegullver. Mintz holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Colorado, Louisiana and Texas. Freegulliver, LLC is an advisory company based in New Orleans, LA. It has offices in two locations and a total of 17 financial advisors. It handles $465 million in total assets between its 766 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 766 accounts, 26% are held by high-net-worth investors who have at least $1 million in assets. Freegulliver, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees largely are based on the services. However, fee types billed by Freegulliver, LLC may include any combination of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Freegulliver, LLC Brokerage Details
$465,250,043
17
766
$607,376
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Clifford Mintz Work History
Clifford has been registered as a financial advisor for 4 years.*
Freegullver
Freegulliver
Self Employeed
Radolo, LLC
Pactec 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 Clifford Mintz 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 Freegulliver, LLC
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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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