Unclaimed Profile

Clifford Richard Kolson

ADVANTAGE ASSET MANAGEMENT, INC.·IRVINE, California

Series 7, Series 24, Series 51, Series 6329 years registeredADVANTAGE ASSET MANAGEMENT, INC.

2 VENTURE, SUITE 460, IRVINE, CA 92618CRD# 2247660Firm CRD# 111203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clifford Richard Kolson · IRVINE, CA

Registration

CRD #2247660 · ADVANTAGE ASSET MANAGEMENT, INC. · 29 years registered

Brand Profile

Not yet started

Career History

DBA GENERATIONAL WEALTH STRATEGIES

Jul 1997 – present

NEXT FINANCIAL GROUP, INC.

Jan 2009 – Apr 2009

IRVINE, CA

PRIVATE CONSULTING GROUP, INC.

Jul 2002 – Dec 2008

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

2012Customer Dispute·Pending

2010Customer Dispute·Closed-No Action

2005Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ADVANTAGE ASSET MANAGEMENT, INC.

CRD 111203 · SEC 801-60216

AUM

$25M

Regulatory assets under management

Employees

120 client accounts

Services offered by ADVANTAGE ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADVANTAGE ASSET MANAGEMENT, INC. →

Introduction

Speak with Clifford

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Clifford is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in IRVINE?

Browse all registered financial advisors in IRVINE, California or claim this profile if it's yours.

Browse IRVINE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Clifford Richard Kolson offer?

Clifford Richard Kolson specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Clifford Richard Kolson's credentials?

Clifford Richard Kolson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clifford Richard Kolson located?

Clifford Richard Kolson is based in IRVINE, California, working with ADVANTAGE ASSET MANAGEMENT, INC.. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Clifford Richard Kolson charge for services?

Clifford Richard Kolson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVANTAGE ASSET MANAGEMENT, INC.?

ADVANTAGE ASSET MANAGEMENT, INC. has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →