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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifton? Claim Your ProfileClifton Horner is a financial advisor with over 15 years of experience in the industry. Clifton is currently registered with NFP Retirement Inc., a firm with a focus on retirement planning and investment management. Clifton specializes in providing financial advice to high-net-worth individuals and businesses, as well as managing pension and profit-sharing plans. Clifton is also active in real estate investment and cryptocurrency mining. Clifton's previous experience includes working with Baker Tilly Capital, LLC and WEALTHSPIRE CAPITAL, LLC. Clifton has a strong track record of success in providing financial advice and managing investments.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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
CA
07/11/2019 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
MN
12/14/2015 - 12/31/2019
WEALTHSPIRE CAPITAL, LLC (Minneapolis MN)
MN
06/20/2006 - 01/11/2016
BAKER TILLY CAPITAL, LLC (MINNEAPOLIS MN)
IA
Issued 07/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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