Clifford R. Kolson
Professional summary
Clifford Richard Kolson, who also goes by Kip Kolson, is a registered financial advisor currently at DBA FAMILY WEALTH LEADERSHIP located in Irvine, California.
Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Clifford has worked at 6 firms and has passed the Series 63, Series 7, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Clifford Richard Kolson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 8, 1997 - Present
DBA FAMILY WEALTH LEADERSHIP
Office #1: 2 Venture Suite 460, Irvine, CA 92618January 8, 2009 - April 6, 2009
NEXT FINANCIAL GROUP, INC.
January 8, 2009 - April 3, 2013
NEXT FINANCIAL GROUP, INC.
July 30, 2002 - December 31, 2008
PRIVATE CONSULTING GROUP, INC.
July 30, 2002 - January 9, 2009
PRIVATE CONSULTING GROUP, INC.
January 31, 1994 - July 30, 2002
FSC SECURITIES CORPORATION
July 6, 1992 - February 9, 1994
IDS LIFE INSURANCE COMPANY
July 6, 1992 - February 9, 1994
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/8/1997)
Exams
Current Firm
DBA FAMILY WEALTH LEADERSHIP
CRD#: 111203 / SEC#: 801-60216
Contact information
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 55,682,000 |
Red Flags
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