Robert Clifford, financial advisor Lewiston ID

Robert Clifford

CRD Number: 3119146
Current Firm: Arbor Point Advisors

Robert Clifford (CRD# 3119146) is an Investment Advisor Representative working at Arbor Point Advisors in Lewiston, ID and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Lewiston, ID Nov 2020 - Current 3
Arbor Point Advisors Lewiston, ID Nov 2020 - Current 3
Kms Financial Services Inc. Seattle, WA Jul 2012 - Nov 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Robert J. Clifford
Phone Number: 888-777-1992
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    6,429
    MILLIONS
  • Total Number of Accounts
    30,789
    ACCOUNTS
  • Average Account Value
    $208,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, 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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