Unclaimed
Clifford Raymond Rayburn is a financial advisor with over 30 years of experience in the industry. Clifford is registered with LPL Financial LLC and has been with the firm since November 2019. Previously, Clifford worked with H. BECK, INC., FSC SECURITIES CORPORATION, and LUTHERAN BROTHERHOOD SECURITIES CORP.. Clifford holds the Series 6, 7, 22, 63 and 65 licenses. He also holds the SIE designation. Clifford is a Chartered Financial Consultant and specializes in working with individuals, high-net-worth individuals, pension and profit sharing plans, corporations and other businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
11/26/2019 - Present
LPL Financial LLC (WORTHINGTON OH)
OH
01/06/2010 - 12/23/2019
H. BECK, INC. (WAPAKONETA OH)
OH
03/21/2000 - 12/31/2009
FSC SECURITIES CORPORATION (WORTHINGTON OH)
MN
07/16/1986 - 04/20/2000
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 02/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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