Clifford
Robison

Fai Advisors, Inc

CRD#2975566
Investment Advisor
in Novi, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Clifford Robison is a financial advisor based in Novi, Michigan, working with Fai Advisors, Inc. Clifford has previously held positions at Sagepoint Financial, Inc, The O.N. Equity Sales Company, Fai Advisors, Inc, and Ohio National Service Services. Clifford has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Clifford is part of Fai Advisors, Inc, which operates out of Novi, Michigan. The firm has 13 employees and manages assets totaling $250.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Fai Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

28175 Haggerty Rd.
Novi, MI 48377

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.

Fai Advisors, Inc Brokerage Details

Total Assets Under Management

$250,000,000

MI Average: $943,424,332
Total Number of Employees

13

MI Average: 21
Total Number of Accounts

869

MI Average: 1,586
Average Account Size

$287,687

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Clifford Robison Work History

2015 - Present (9 years)

Fai Advisors, Inc

2015 - 2022 (7 years)

The O.N. Equity Sales Company

2014 - 2022 (8 years)

Ohio National Service Services

2009 - 2015 (6 years)

Sagepoint Financial, Inc

Disclosures

Please visit the SEC profile of Clifford Robison 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 Fai Advisors, Inc

Bryan Azzo
Novi, MI
Chavez Vincent
Novi, MI
Clifford Robison
Novi, MI
Michael Kucera
Novi, MI
Patrick Marody
Novi, MI

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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