Conor Clifford (CRD# 7582404) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Smithfield, RI | Jun 2022 - Current | 1 |
Burrillville Extended Care | Burrillville, RI | Jun 2020 - May 2022 | 1 |
University Of New Hampshire | Durham, NH | Aug 2018 - May 2022 | 3 |
Day Kimbell Hospital | Putnam, CT | May 2021 - Aug 2021 | < 1 |
Flood Ford Of East Greenwhich | East Greenwhich, RI | May 2019 - Aug 2019 | < 1 |
University Of New Hampshire | Durham, NH | Aug 2018 - May 2019 | < 1 |
Spring Lake Beach | Burrillville, RI | May 2018 - Aug 2018 | < 1 |
Burrillville High School | Burrillville, RI | Aug 2014 - Jun 2018 | 3 |
Taco Shop | Burrillville, RI | Sep 2016 - Nov 2017 | 1 |
Gator's Pub | North Smithfield, RI | Aug 2015 - Nov 2015 | < 1 |
Burrillville Middle School | Burrillville, RI | Jun 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2022 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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