Clifford
Nichols
Planmember Securities Corporation
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About this Advisor
Clifford Nichols is a financial advisor based in Richardson, Texas, working with Planmember Securities Corporation. Clifford has previously held positions at Inspire Financial Group, Planmember Securities Corporation, and Us Retirement Partners. Clifford has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Clifford is part of Planmember Securities Corporation, which operates out of Richardson, Texas. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
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
Clifford Nichols Work History
Planmember Securities Corporation
Us Retirement Partners
Inspire Financial Group
Disclosures
Please visit the SEC profile of Clifford Nichols to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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