Timothy J. Clifford
Professional summary
Timothy John Clifford, CFP® is a registered financial advisor currently at CORE WEALTH CONSULTANTS, LLC located in Winter Garden, Florida.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Timothy has worked at 7 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 24, Series 8 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy John Clifford's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
September 10, 2012 - Present
CORE WEALTH CONSULTANTS, LLC
Office #3: 213 S. Dillard St, Winter Garden, FL 34787April 17, 2009 - August 2, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
March 13, 2009 - August 2, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
June 30, 2003 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
November 13, 2002 - July 10, 2003
CHOREO, LLC
June 2, 2000 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
February 17, 1999 - May 23, 2000
BIRCHTREE FINANCIAL SERVICES LLC
May 4, 1990 - March 5, 1999
CHARLES SCHWAB & CO., INC.
May 21, 1986 - May 4, 1990
AMERIPRISE ADVISOR SERVICES, INC.
September 24, 1982 - May 28, 1986
MF GLOBAL INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2015)
(9/10/2012)
(11/2/2012)
Exams
Series 8
Date: 12/16/1987
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
CORE WEALTH CONSULTANTS, LLC
CRD#: 165246 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 137 |
| AUM (Assets Under Management) | $ 35,750,000 |
Red Flags
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