Daniel
Clifford
White Knight Strategic Wealth Advisors, LLC
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About this Advisor
Daniel Clifford is a financial advisor based in Princeton, New Jersey, working with White Knight Strategic Wealth Advisors, LLC. Daniel has previously held positions at Ameriprise Financial Services, Inc and White Knight Strategic Wealth Advisors. Daniel has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Daniel is part of White Knight Strategic Wealth Advisors, LLC, which operates out of Princeton, New Jersey. The firm has 7 employees and manages assets totaling $153.7 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at White Knight Strategic Wealth Advisors, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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White Knight Strategic Wealth Advisors, LLC Brokerage Details
$153,655,697
7
524
$293,236
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Clifford Work History
White Knight Strategic Wealth Advisors
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of Daniel 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 White Knight Strategic Wealth Advisors, LLC
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
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