Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifton? Claim Your ProfileClifton McMillan is a financial advisor based in THE WOODLANDS, TX. Clifton is registered with White Wing Wealth Management, LLC and has been in the industry since 2005. Clifton's experience includes previous roles at INVESTMENT PROFESSIONALS, INC. and AMERIPRISE FINANCIAL SERVICES, INC. Clifton has a Series 7, Series 66, and SIE license. Clifton specializes in providing financial planning and portfolio management services to high-net-worth individuals and individuals other than high-net-worth.
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.
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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TX
07/15/2015 - Present
White Wing Wealth Management, LLC (THE WOODLANDS TX)
TX
07/10/2009 - 07/30/2015
INVESTMENT PROFESSIONALS, INC. (THE WOODLANDS TX)
TX
12/13/2005 - 07/16/2009
AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
BOTH
Issued 02/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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