Clifton Borders (CRD# 7367770) is an Investment Advisor Representative working at 49 Financial in Atlanta, GA and has over 3 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2021 - Current | 3 |
| 49 Financial | Atlanta, GA | Jan 2021 - Current | 3 |
| Sewanee: The University Of The South | Sewanee, TN | Aug 2017 - May 2021 | 3 |
| Waitr | Montgomery, AL | May 2020 - Jan 2021 | < 1 |
| Fumc: Montgomery | Montgomery, AL | May 2018 - Aug 2020 | 2 |
| Lamp High School | Montgomery, AL | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | Feb 2021 |
- GA
-
Total Assets Under Management566MILLIONS
-
Total Number of Accounts3,364ACCOUNTS
-
Average Account Value$168,317
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, FL, GA, MN, NC, TX
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