Clifford Brown (CRD# 5303582) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Butler, KY and has over 17 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 6660754
Mariner Wealth
CRD# 4437966
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Cold Spring, KY | Jan 2021 - Current | 3 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Jan 2021 | 2 |
| Fidelity Investments | Covington, KY | Nov 2010 - Jan 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- CO
- KY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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