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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Clifton is a financial advisor with Cambridge Investment Research Advisors, Inc. Gregory has over 39 years of experience in the financial services industry. Gregory is registered in 8 states. Gregory is a Registered Representative and Investment Advisor Representative. He is also a Principal with Series 51 and 24 licenses. Gregory's experience includes working with high-net-worth individuals, individuals, and families. Gregory's firm, Cambridge Investment Research Advisors, Inc., offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Gregory Clifton has worked for a number of firms throughout his career, including Commonwealth Financial Network, National Planning Corporation, Investacorp, Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Gregory Clifton is committed to providing his clients with personalized financial advice and services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
08/20/2014 - Present
Cambridge Investment Research Advisors, Inc. (Fort Worth TX)
TX
01/02/2009 - 08/21/2014
COMMONWEALTH FINANCIAL NETWORK (FORT WORTH TX)
TX
12/14/1999 - 01/05/2009
NATIONAL PLANNING CORPORATION (FORTH WORTH TX)
FL
03/14/1990 - 10/28/1998
INVESTACORP, INC. (MIAMI FL)
NY
04/18/1983 - 08/27/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/18/1983 - 08/27/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 04/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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