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Clifford Anthony Downie

Downie Financial Group

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About Clifford Anthony Downie

Clifford Anthony Downie is a Registered Investment Advisor (IA) representative associated with Downie Financial Group. Clifford Anthony Downie is actively registered in Arizona, California, and Texas. Clifford Anthony Downie has over 13 years of experience in the financial services industry and has been with Downie Financial Group since June 2017. Clifford Anthony Downie has a broad experience and is able to serve a variety of clients, including high-net-worth individuals and other individuals.

Firm Information

Clifford Downie is currently registered with Downie Financial Group. Downie Financial Group is a financial advisor headquartered in Mission Viejo, California. They offer financial planning, portfolio management for individuals, and educational seminars to individuals and high-net-worth individuals. They have a wrap fee program and manage approximately $25.8 million in assets.

$25.82M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clifford Downie’s Registration & Firm History

CA

10/05/2020 - Present

Downie Financial Group (MISSION VIEJO CA)

CA

06/04/2013 - 12/06/2017

FSC SECURITIES CORPORATION (MISSION VIEJO CA)

CA

09/21/2010 - 06/18/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COSTA MESA CA)

CA

08/18/2004 - 09/27/2010

WELLS FARGO INVESTMENTS, LLC (IRVINE CA)

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Licenses & Designations

BOTH

Issued 10/05/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clifford Anthony Downie.
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