![Maximilian Clifford, financial advisor Las Vegas NV](/img/ws/profile-blank-sq.png)
Maximilian Clifford (CRD# 6172049) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 10 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
![Marc Aarons, financial advisor Las Vegas NV](/img/ws/profile-blank-sq.png)
CRD# 4459102
Money Managers, Inc.
![Gregory Adams, financial advisor Las Vegas NV](/img/ws/profile-blank-sq.png)
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wcg Wealth Advisors, LLC | Lafayette, CO | May 2023 - Current | 1 |
Lpl Financial LLC | Arvada, CO | May 2023 - Current | 1 |
North Star Resource Group | San Diego, CA | Feb 2017 - May 2023 | 6 |
North Star Resource Group | Decator, GA | Mar 2014 - May 2023 | 9 |
Securian Financial Services, Inc. | St Paul, MN | Mar 2013 - May 2023 | 10 |
Minnesota Life Insurance Company | St Paul, MN | Mar 2013 - May 2023 | 10 |
Junto | San Diego, CA | Feb 2022 - Sep 2022 | < 1 |
Cri Securities, LLC | St Paul, MN | Mar 2013 - Oct 2021 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- TX
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Total Assets Under Management5,194MILLIONS
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Total Number of Accounts21,408ACCOUNTS
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Average Account Value$242,628
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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