Dwon
Clifton
Gradient Investments, LLC
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About this Advisor
Dwon Clifton is a financial advisor based out of Raleigh, North Carolina with a total of 4 years of industry experience. Clifton works at Gradient Investments, LLC. During their career, Clifton has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Envision Sports Agency, Stealth Sports And Entertainment, Independent Contractor, Team Timeless Enterprises, LLC Dba Timeless Wealth Management, Team Timeless Enterprises, LLC Dba Timeless Insurance Solutions, Swap Sports, St. Raphael Catholic School, National Basketball Players Association and Gradient Investments, LLC. Clifton has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Gradient Investments, LLC is an advisory firm headquartered in Saint Paul, MN. It administers $4 billion in total assets among its 50,943 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 50,943 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. Gradient Investments, LLC offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely are based on the services offered. Fee types charged by Gradient Investments, LLC likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gradient Investments, LLC Brokerage Details
$4,017,970,656
38
50,943
$78,872
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Dwon Clifton Work History
Dwon has been registered as a financial advisor for 4 years.*
Team Timeless Enterprises, LLC Dba Timeless Wealth Management
Swap Sports
Gradient Investments, LLC
Team Timeless Enterprises, LLC Dba Timeless Insurance Solutions
St. Raphael Catholic School
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Stealth Sports And Entertainment
Independent Contractor
Envision Sports Agency
National Basketball Players Association
*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 Dwon Clifton 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 Gradient Investments, LLC
Durham, NC
Dublin, OH
Saint Paul, MN
Saint Paul, MN
Raleigh, NC
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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