Clifton
Mcintire

Raymond James Financial Services Advisors, Inc

CRD#328370
Investment Advisor
in Charlotte, NC
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

6805 Morrison Boulevard Suite 490
Charlotte, NC 28211

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

NC Average: $1,855,561,029
Total Number of Employees

6,224

NC Average: 62
Total Number of Accounts

343,734

NC Average: 2,474
Average Account Size

$301,664

NC Average: $750,025

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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
  • Other

Clifton Mcintire Work History

Clifton has 18 years of experience.

2017 - Present (2 years)

Raymond James Financial Services Advisors Inc

2017 - Present (2 years)

Raymond James Financial Services, Inc

2009 - 2017 (8 years)

Wells Fargo Advisors Financial Network LLC

2009 - Present (10 years)

Cygnus Asset Management

2000 - 2009 (9 years)

Morgan Keegan & Company, Inc

Disclosures

Clifton Mcintire has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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