CF
Clifford E. Fowler
LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT
MUNFORDVILLE, KY 42765
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CRD#: 5605151
CF
Professional summary
Clifford Eugene Fowler JR., who also goes by Clifford Eugene Fowler Jr, is a registered financial advisor currently at LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC located in Munfordville, Kentucky.
Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Clifford has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Clifford Eugene Fowler Jr
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.
FOWLER DURHAM CPAS & ADVISORS, PLLC 110 EAST UNION STREET MUNFORDVILLE, KY 42765 NON-INVESTMENT RELATED ACCOUNTING FIRM MANAGING PARTNER / CPA JANUARY 2002 TO DECEMBER 2020 (FULL TIME) JANUARY 2021 - PRESENT (PART TIME) DUTIES ARE ADMINISTRATIVE IN NATURE DEVOTES 4 HOURS PER MONTH TO THESE DUTIES. RENTAL OF OFFICE BUILDING (CPA PRACTICE) 110 EAST UNION STREET MUNFORDVILLE, KY 42765 NON-INVESTMENT RELATED OWNER OF BUILDING NOVEMBER 1988 TO PRESENT DUTIES INCLUDE MANAGING PROPERTY DEVOTES 2 HOURS PER MONTH TO HIS DUTIES, 0 OF WHICH ARE DURING SECURITIES TRADING HOURS GREEN RIVER ACCOUNTING & TAX SOLUTIONS D/B/A GREEN RIVER CPA 110 E. UNION STREET MUNFORDVILLE, KY 42765 NON-INVESTMENT RELATED CERTIFIED PUBLIC ACCOUNTANT DECEMBER 2020-PRESENT DUTIES INCLUDE TAX PREPARATION DEVOTES APPROXIMATELY 10-20 HOURS PER MONTH TO THIS POSITION. MR. FOWLER'S HOURS ARE FLEXIBLE AND DO NOT CONFLICT WITH HIS DUTIES AT LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT.
CRS (Client Relationship Summary) - RIA
Click below to view Clifford Eugene Fowler JR.'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®
NoneExperience
Current
December 11, 2009 - Present
LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
Office #1: 110 East Union Street, Munfordville, KY 42765RIA
CRD#: 148573
MUNFORDVILLE, KY
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
Kentucky(12/11/2009)
IAR
Texas(8/17/2023)
Exams
Current Firm
LA
LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
LIFE ADVISORS - FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC | LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
CRD#: 148573 / SEC#:
Kentucky
Registered Investment Advisory firm - (11/25/2008 Approved)Texas
Registered Investment Advisory firm - (8/10/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
110 East Union Street, Munfordville, KY 42765
Mailing Address
110 East Union Street Po Box 338, Munfordville, KY 42765
Phone number
(270) 404-1776
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 181 |
| AUM (Assets Under Management) | $ 12,127,606 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
