Clifford Brott (CRD# 31829) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 33 years of experience in the finance industry. Clifford Brott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Rhodes Securities, Inc. | Fort Worth, TX | Apr 2020 - Current | 4 |
Capital Ideas, Inc. | Dallas, TX | Jun 1995 - Current | 29 |
Alliance Financial Group, Inc. | Fort Worth, TX | May 2006 - Apr 2020 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1991 |
- TX
-
Total Assets Under Management214MILLIONS
-
Total Number of Accounts138ACCOUNTS
-
Average Account Value$1,548,890
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CO, ID, IL, NY, TX
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