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CD

Clifton L. Dortch

BALENTINE
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 7196151
CD

Professional summary

Clifton Lee Dortch Jr., who also goes by Clifton Lee Dortch, is a registered financial advisor currently at BALENTINE located in Atlanta, Georgia.

Clifton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Clifton has worked at 2 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Clifton Lee Dortch

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 Clifton Lee Dortch Jr.'s CRS (Customer Relationship Summary).
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

August 8, 2025 - Present

BALENTINE

Office #1: 3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326
RIA
CRD#: 152511
Atlanta, GA
Past

February 11, 2020 - May 5, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ATLANTA, GA
Past

January 15, 2020 - May 5, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BALENTINE
BALENTINE | BALENTINE LLC

CRD#: 152511 / SEC#: 801-70910

RIA
Registered Investment Advisory firm - (12/14/2009 Approved)

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
Georgia
(8/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/7/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/9/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/15/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/2/2019
Securities Industry Essentials Examination

Current Firm

BA
BALENTINE
BALENTINE | BALENTINE LLC

CRD#: 152511 / SEC#: 801-70910

RIA
Registered Investment Advisory firm - (12/14/2009 Approved)
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Contact information

Main Address
3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326
Mailing Address
Phone number
(404) 537-4800
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BALENTINE FORM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts3,796
AUM (Assets Under Management)$ 5,295,516,500

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

BALENTINE

CRD#: 152511Atlanta, GA 30326

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