Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifton? Claim Your ProfileClifton Willoughby Hume is a financial advisor in Eastsound, WA. Clifton is registered as an investment advisor representative with Eastsound Capital Advisors, LLC. Clifton has been in the financial services industry for over 20 years. Clifton has a strong background in providing financial planning and investment management services. Clifton has experience working with a variety of clients, including high-net-worth individuals, families, and small businesses. Clifton holds the Series 63, Series 66, and Series 7 licenses. Clifton has worked with several financial institutions including First National Bank of Colorado, Raymond James Financial Services Advisors Inc., and First National Capital Markets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
1
2
CO
10/18/2023 - Present
Eastsound Capital Advisors, LLC (Greeley CO)
CO
06/17/2015 - 05/03/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREELEY CO)
CO
12/07/2010 - 06/18/2015
FIRST NATIONAL CAPITAL MARKETS (GREELEY CO)
CO
08/23/2002 - 12/23/2009
PRIMEVEST FINANCIAL SERVICES, INC. (GREELEY CO)
TX
05/18/2000 - 09/17/2001
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
CO
04/30/1998 - 04/14/2000
GEMISYS SECURITIES CORPORATION (CENTENNIAL CO)
BOTH
Issued 12/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Clifton Hume is the right advisor for you? Invested Better is here to help.
