Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Weldon Draughn is an Investment Advisor Representative with Waverly Advisors, LLC. Clifford has been in the financial industry for over 30 years and is currently licensed in Florida, Georgia, North Carolina and Texas. Clifford has a diverse background in financial services, having previously worked for companies such as Salomon Smith Barney Inc., The Robinson-Humphrey Company, LLC, Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc. and Dean Witter Reynolds Inc. Clifford's specialties include providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AL
07/29/2022 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
NY
05/02/2000 - 03/13/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
11/01/1988 - 05/04/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NA
05/14/1988 - 11/05/1988
SHEARSON LEHMAN HUTTON INC.
NA
03/14/1988 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
05/24/1982 - 01/12/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 08/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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