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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Clifford is an investment advisor representative with Osaic Advisory Services, LLC. Richard has over 35 years of experience in the financial services industry. Richard is registered with the state of Idaho as an Investment Advisor Representative. Richard also has experience in insurance sales and service. Richard is a member of the Clearwater Investors, LLC, a limited partnership that invests in real estate. Richard is also a member of the Lewiston Elks Lodge B.P.O.E. #896. Richard's experience and expertise make him a valuable resource for individuals and families seeking financial advice.
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.
A percentage of the total value of assets under management is charged.
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2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
ID
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LEWISTON ID)
ID
07/17/2012 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (LEWISTON ID)
ID
11/08/2000 - 07/19/2012
SYMETRA INVESTMENT SERVICES, INC. (LEWISTON ID)
WA
12/17/1985 - 11/08/2000
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
IA
Issued 04/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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