Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifton? Claim Your ProfileClifton Elliott Clark is an investment advisor representative at LPL Financial LLC in BECKLEY, WV. Clifton has been in the industry since 2018 and has experience with TRUIST INVESTMENT SERVICES, INC. and BB&T SECURITIES, LLC. Clifton holds Series 7, Series 66 and SIE licenses.
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.
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2
WV
08/28/2024 - Present
LPL Financial LLC (BECKLEY WV)
WV
02/17/2021 - 07/14/2021
TRUIST INVESTMENT SERVICES, INC. (CHARLESTON WV)
VA
01/22/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 02/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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