Clifton W. Myers

CLIFTON MYERS FINANCIAL ADVISORY

ROUND ROCK, TX 78664

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CRD#: 2440953

Professional summary

Clifton Wayne Myers is a registered financial advisor currently at CLIFTON MYERS FINANCIAL ADVISORY located in Round Rock, Texas.

Clifton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Clifton has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

PROVIDES TAX PREPARATION SERVICES (NON-INVESTMENT RELATED). HE IS THE OWNER OF THE PRACTICE AND HAS BEEN DOING IT FOR OVER 14 YEARS. HE DEVOTES APPROXIMATELY 25 HOURS A WEEK TO IT DURING THE TAX SEASON OF FEB 1 TO APR 15. HE COMPLETES APPROXIMATELY 100 RETURNS A YEAR. HE ALSO IS AN OFFICER AND 50% OWNER IN THE COMPANY KALEIDOSCOPE TOYS, INC. HE HAS NO DUTIES OR ACTIVITY IN THIS COMPANY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clifton Wayne Myers's 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

October 21, 2004 - Present

CLIFTON MYERS FINANCIAL ADVISORY

Office #1: 208 W. Bagdad Ave., Suite 5, Round Rock, TX 78664

RIA

CRD#: 132638

ROUND ROCK, TX

Past

August 6, 2003 - August 24, 2004

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

ROUND ROCK, TX

Past

January 7, 1994 - August 24, 2004

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

PALM BEACH GARDENS, FL

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

Texas
(10/21/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/25/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/6/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/13/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/6/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLIFTON MYERS FINANCIAL ADVISORY

CLIFTON MYERS FINANCIAL ADVISORY | CRYTPO TAX SERVICES | CLIFTON MYERS FINANCIAL ADVISORY, INC.

CRD#: 132638 / SEC#:

Texas

Registered Investment Advisory firm - (10/20/2004 Approved)

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Contact information

Main Address

208 W. Bagdad Ave Suite 5, Round Rock, TX 78664

Mailing Address

Phone number

(512) 218-8100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 2,200,000

Red Flags

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

Contact information

xxxxx@xxxx.xxx

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Clifton W. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clifton Wayne Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLIFTON MYERS FINANCIAL ADVISORY

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2003

Series 63

Date: 1/6/1994

Series 7

Date: 2/13/1996

Series 6

Date: 1/6/1994

Current Firm

CLIFTON MYERS FINANCIAL ADVISORY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLIFTON MYERS FINANCIAL ADVISORY

TRUST BUT VERIFY

Contact information

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