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Clifford R. Veach

VEACH FAMILY FINANCIAL
North Little Rock, AR 72113
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CRD#: 1544270
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Professional summary


Clifford Ray Veach JR, who also goes by Clifford Ray Veach, is a registered financial advisor currently at VEACH FAMILY FINANCIAL located in North Little Rock, Arkansas.

Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Clifford has worked at 4 firms and has passed the Series 63, Series 2, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Clifford Ray Veach

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I OWN 100% OF INDEPENDENT TAX SERVICES, INC. IT IS A CPA FIRM PROVIDING TAX PLANNING AND PREPARATION FOR INDIVIDUALS AND SMALL BUSINESSES.I OWN 16.66% OF CRAFT VEACH BUSINESS CENTER, A PROFESSIONAL BUILDING LEASING OFICE SPACE. I AM DUALLY REGISTERED WITH APPLIED CAPITAL, LLC, A REGISTERED INVESTMENT FIRM, AS AN INVESTMENT ADVISOR.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Clifford Ray Veach JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 25, 1996 - Present

VEACH FAMILY FINANCIAL

Office #1: 8412 Counts Massie Road, North Little Rock, AR 72113Office #2: 415 N Mckinley Street Suite 1045, Little Rock, AR 72205
RIA
CRD#: 115798
North Little Rock, AR
Past

November 8, 2018 - January 2, 2023

APPLIED CAPITAL LLC

RIA
CRD#: 166175
NORTH LITTLE ROCK, AR
Past

March 22, 1989 - January 1, 1991

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

October 24, 1986 - March 23, 1988

UMIC, INC.

BD
CRD#: 5974

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VEACH FAMILY FINANCIAL
CRAFT, VEACH & COMPANY, PLC | VEACH FAMILY FINANCIAL | INDEPENDENT FINANCIAL ADVISORS, INC.

CRD#: 115798 / SEC#: 801-127773

RIA
Registered Investment Advisory firm - (4/28/2023 Approved)
Arkansas
Registered Investment Advisory firm - (5/10/2023 Terminated)
Mississippi
Registered Investment Advisory firm - (12/22/2022 Terminated)
Texas
Registered Investment Advisory firm - (5/9/2023 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arkansas
(7/25/1996)
IAR
Texas
(7/31/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 11/6/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 1/3/1994
Non-Member General Securities Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VF
VEACH FAMILY FINANCIAL
CRAFT, VEACH & COMPANY, PLC | VEACH FAMILY FINANCIAL | INDEPENDENT FINANCIAL ADVISORS, INC.

CRD#: 115798 / SEC#: 801-127773

RIA
Registered Investment Advisory firm - (4/28/2023 Approved)
Arkansas
Registered Investment Advisory firm - (5/10/2023 Terminated)
Mississippi
Registered Investment Advisory firm - (12/22/2022 Terminated)
Texas
Registered Investment Advisory firm - (5/9/2023 Terminated)
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Contact information


Main Address
8412 Counts Massie Road, North Little Rock, AR 72113
Mailing Address
Phone number
(501) 753-0313
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART II (3/10/2025)

Regulatory assets under management


Total Number of Accounts458
AUM (Assets Under Management)$ 130,122,094

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VEACH FAMILY FINANCIAL

CRD#: 115798North Little Rock, AR 72113

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Contact information


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