Unclaimed Profile

John Dennis Clifford

QCM, LLC·SAN FRANCISCO, California

SIE, Series 4, Series 7, Series 7TO, Series 55, Series 63CFPClean record4 years registeredQCM, LLC

311 CALIFORNIA STREET, SAN FRANCISCO, CA 94104CRD# 4109924Firm CRD# 143150

Profile Verification

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

Identity

John Dennis Clifford · SAN FRANCISCO, CA

Registration

CRD #4109924 · QCM, LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QCM, LLC

MCM WEALTH

Oct 2021 – Mar 2022

Mill Valley, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 7TO

Series 55

Series 63

Registration record

First registered · October 28, 2021

Years registered · 4

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QCM, LLC

CRD 143150 · SEC 801-67571

AUM

$153M

Regulatory assets under management

Employees

197 client accounts

Services offered by QCM, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QCM, LLC →

Introduction

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Frequently Asked Questions

What services does John Dennis Clifford offer?

John Dennis Clifford specializes in Financial Planning, Investment Management, Wealth Management.

What are John Dennis Clifford's credentials?

John Dennis Clifford holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Dennis Clifford located?

John Dennis Clifford is based in SAN FRANCISCO, California, last registered with QCM, LLC.

How does John Dennis Clifford charge for services?

John Dennis Clifford's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QCM, LLC?

QCM, LLC has approximately 6 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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