Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifton? Claim Your ProfileClifton McWhorter is a financial advisor with over 30 years of experience in the industry. Clifton has a strong track record of success working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Clifton is currently registered with Grove Point Advisors, LLC. Clifton is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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
MD
12/21/2023 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
IL
09/08/2009 - 12/31/2009
LPL FINANCIAL CORPORATION (SCHAUMBURG IL)
IL
10/28/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (SCHAUMBURG IL)
IL
07/28/1997 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
CT
10/15/1993 - 07/07/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
08/26/1991 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 04/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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