Raymond James Financial Services Advisors, Inc
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About this Advisor
Clifton Mcintire is a certified financial planner located in Charlotte, North Carolina. Currently an advisor with Raymond James Financial Services Advisors, Inc, Mcintire has 18 years of experience as a registered advisor. Mcintire maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Mcintire is able to work with clients in North Carolina. During their career, Mcintire has held roles at Wells Fargo Advisors Financial Network LLC, Morgan Keegan & Company, Inc, Raymond James Financial Services Advisors Inc, Raymond James Financial Services, Inc and Cygnus Asset Management. Raymond James Financial Services Advisors, Inc is based out of Charlotte, North Carolina, and operates out of 2,040 offices across the country. As a firm, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets throughout 280,698 client accounts and retains more than 5,600 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 151,196 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Raymond James Financial Services Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Raymond James Financial Services Advisors, Inc Brokerage Details
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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
Clifton Mcintire Work History
Clifton has 18 years of experience.
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Wells Fargo Advisors Financial Network LLC
Cygnus Asset Management
Morgan Keegan & Company, Inc
Clifton Mcintire has disclosures.
Please visit their SEC profile for more details.