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Joshua Elessar Clifford

Joshua E. Clifford

QUOINAGE CAPITAL
AUSTIN, TX
Some features on this profile are disabled
CRD#: 6100592
Joshua Elessar Clifford

Professional summary

Joshua Elessar Clifford, CFA, CFP®, who also goes by Josh Clifford, is a registered financial advisor currently at QUOINAGE CAPITAL LLC located in Austin, Texas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joshua has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Core Areas of Focus

AUM
College/Education Planning
Estate & Generational Planning Issues
Generation X
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules

Question & Answer

What are your service offerings?
Investment Planning
Tax Planning
Retirement Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Josh 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Elessar 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®
CFA

Chartered Financial Analyst

CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

September 30, 2020 - Present

QUOINAGE CAPITAL LLC

RIA
CRD#: 310802
AUSTIN, TX
Past

August 22, 2022 - April 26, 2023

ML&R WEALTH MANAGEMENT LLC

RIA
CRD#: 109359
AUSTIN, TX
Past

July 24, 2020 - September 8, 2020

BEE CAVE INVESTMENT ADVISORS

RIA
CRD#: 151245
LAKEWAY, TX
Past

April 3, 2020 - July 10, 2020

ARK FINANCIAL ADVISORS, LLC

RIA
CRD#: 287588
AUSTIN, TX
Past

May 25, 2017 - March 6, 2020

AUSTIN ASSET

RIA
CRD#: 105441
AUSTIN, TX
Past

October 20, 2016 - May 1, 2017

DIMENSIONAL FUND ADVISORS LP

RIA
CRD#: 106482
AUSTIN, TX
Past

November 20, 2012 - May 1, 2017

DFA SECURITIES LLC

BD
CRD#: 10292
AUSTIN, TX

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
(9/30/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 2/18/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/1/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/2012
General Securities Representative Examination

Current Firm

QC
QUOINAGE CAPITAL LLC
QUOINAGE CAPITAL LLC | QUOINAGE WEALTH MANAGEMENT | QUOINAGE PORTFOLIO SOLUTIONS

CRD#: 310802 / SEC#:

Texas
Registered Investment Advisory firm - (9/30/2020 Approved)
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Contact information

Main Address
Austin, TX
Mailing Address
Phone number
(512) 910-5713
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts114
AUM (Assets Under Management)$ 46,708,005

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

QUOINAGE CAPITAL LLC

CRD#: 310802Austin, TX

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Contact information

(xxx) xxx-xxxx

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