Unclaimed Profile

William J Clifford

DRIVE SHACK INC.·DALLAS, Texas

Clean recordDRIVE SHACK INC.

10670 N. CENTRAL EXPRESSWAY, DALLAS, TX 75231CRD# 7082645Firm CRD# 156119

Profile Verification

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

Identity

William J Clifford · DALLAS, TX

Registration

CRD #7082645 · DRIVE SHACK INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William J Clifford is a registered financial advisor based in DALLAS, Texas, affiliated with DRIVE SHACK INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

Speak with William

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

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

Firm Overview

Firm

DRIVE SHACK INC.

AUM

$161M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DRIVE SHACK INC. →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7082645

Firm CRD# 156119

View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

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

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William J Clifford offer?

William J Clifford specializes in Retirement Planning, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.

What are William J Clifford's credentials?

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

Where is William J Clifford located?

William J Clifford is based in DALLAS, Texas, working with DRIVE SHACK INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does William J Clifford charge for services?

William J Clifford's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DRIVE SHACK INC.?

DRIVE SHACK INC. has approximately 4 employees and manages $161M 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 →