Donna
Clifford
Vanderbilt Advisory Services
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About this Advisor
Donna Clifford is a financial advisor working in North Reading, Massachusetts who has 6 years of industry experience. Clifford currently works for Vanderbilt Advisory Services. The advisor has gained experience at Vanderbilt Advisory Services, Rainbow Solutions, Financial West Group and Vanderbilt Securities, LLC. Clifford has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts and Rhode Island. Vanderbilt Advisory Services is an advisory company operating out of Woodbury, NY. The firm has offices in 19 locations and a total of 103 advisors. It administers $967 million in total assets across its 4,329 accounts, making it one of the larger firms in the nation by assets under management. The firm advises six charities and foundations. Of its 4,329 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in investable assets. Vanderbilt Advisory Services performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fees billed by Vanderbilt Advisory Services can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanderbilt Advisory Services Brokerage Details
$966,507,881
103
4,329
$223,264
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Donna Clifford Work History
Donna has been registered as a financial advisor for 6 years.*
Vanderbilt Advisory Services
Vanderbilt Securities, LLC
Rainbow Solutions
Financial West Group
*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 Donna 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 Vanderbilt Advisory Services
North Reading, MA
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
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