Steven D. Clifford

HARVEST ADVISORS

Canton, OH 44718

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CRD#: 2837165

Professional summary

Steven Dale Clifford, CFP®, who also goes by Steve Clifford, is a registered financial advisor currently at HARVEST ADVISORS, LLC located in Canton, Ohio.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Steven has worked at 1 firm and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Clifford

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.

CLIFFORD & ASSOCIATES PROVIDES TAX PREPARATION, TAX PLANNING, ACCOUNTING, PAYROLL RELATED SERVICES. I HAVE OWNED THIS BUSINESS SINCE 1989 . HOURS ENGAGED VARY DURING TRADING HOURS. DURING TAX SEASON, HOURS MAY BE UP TO 160-224 HRS/MO FOCUSED ON TAX PREPARATION. DURING TRADING HOURS, A MINIMUN OF 2-4 HOURS PER DAY ARE RESERVED FOR MARKET AND INVESTMENT RELATED FUNCTIONS AND SERVICES. MY DUTIES WITH RESPECT TO CLIFFORD & ASSOCIATES INCLUDE MANAGMENT, SUPERVISION AND TRAINING OF STAFF, PREPARATION OF RETURNS AND MEETING WITH CLIENTS MANY OF WHOM ARE ALSO CLIENTS OF SD CLIFFORD ADVISORS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Dale Clifford'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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

May 30, 2007 - Present

HARVEST ADVISORS, LLC

Office #1: 4150 Belden Village St Nw #601, Canton, OH 44718Office #2: 4942 Higbee Ave Nw Suite A, Canton, OH 44718

RIA

CRD#: 120614

Canton, OH

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

Ohio
(5/30/2007)

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: 11/6/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 1/14/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HARVEST ADVISORS, LLC

CLIFFORD & ASSOCIATES | STEVEN DALE CLIFFORD | SHARE THE HARVEST PARTNERS, LLC | S D CLIFFORD ADVISORS, LLC | HARVEST ADVISORS, LLC

CRD#: 120614 / SEC#:

Ohio

Registered Investment Advisory firm - (12/22/1999 Approved)

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Contact information

Main Address

4942 Higbee Ave Nw Suite A, Canton, OH 44718

Mailing Address

Phone number

(330) 493-1814

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	217
AUM (Assets Under Management)	$ 30,213,728

Red Flags

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

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Steven D. Clifford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Dale Clifford's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARVEST ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/6/2002

Series 6

Date: 1/14/1997

Current Firm

HARVEST ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HARVEST ADVISORS, LLC

TRUST BUT VERIFY

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