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Raymond Paul Clifford

Capital Analysts

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About Raymond Paul Clifford

Raymond Clifford has been in the financial services industry since March 1982. Raymond Clifford is a registered representative with Capital Analysts and is licensed in 26 states. Raymond Clifford is currently registered as a broker with FINRA and as an investment advisor with the state of Massachusetts. Raymond Clifford's previous employment history includes positions with Legend Equities Corporation, The Lincoln National Life Insurance Company, Legend Capital Corporation, and CNA Investor Services, Inc.

Firm Information

Raymond Clifford is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Raymond Clifford’s Registration & Firm History

MA

10/20/2014 - Present

Capital Analysts (WORCESTER MA)

MA

01/01/1994 - 04/30/2012

LEGEND EQUITIES CORPORATION (WORCESTER MA)

IN

08/21/1990 - 03/22/2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

FL

05/20/1993 - 01/01/1994

LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)

NY

03/30/1982 - 05/19/1993

CNA INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/12/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Paul Clifford.
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