Unclaimed
Clifford Short is a financial advisor who is currently registered with Ashford Capital Management Inc., which is based in Wilmington, DE. Clifford Short's professional experience includes prior roles with Raymond James Financial Services, Inc., Primevest Financial Services, Inc., IFMG Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Clifford Short is licensed to provide investment advisory services in Delaware.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DE
08/10/2018 - Present
Ashford Capital Management Inc. (WILMINGTON DE)
PA
06/04/2008 - 04/19/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANCASTER PA)
MN
12/17/2007 - 06/04/2008
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
PA
07/20/2004 - 06/15/2006
IFMG SECURITIES, INC. (POTTSTOWN PA)
NY
06/03/2002 - 03/05/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2009
Series 3 - National Commodity Futures Examination
BC
Issued 05/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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