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Crystal Marie Clifford

AVANTAX ADVISORY SERVICES, INC.·IRVING, Texas
Unclaimed Profile
6333 NORTH STATE HIGHWAY 161, IRVING, TX 75038CRD# 3273784Firm CRD# 104556
01

About

Crystal Marie Clifford is a registered financial advisor based in IRVING, Texas, affiliated with AVANTAX ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AVANTAX ADVISORY SERVICES, INC.
AVANTAX ADVISORY SERVICES
AUM
$41.7B
Regulatory assets under management
Employees
2478
Total firm employees
View all advisors at AVANTAX ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 3273784
Firm CRD# 104556
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Crystal Marie Clifford offer?
Crystal Marie Clifford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVING, Texas for a consultation.
What are Crystal Marie Clifford's credentials?
Crystal Marie Clifford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Crystal Marie Clifford located?
Crystal Marie Clifford is based in IRVING, Texas, working with AVANTAX ADVISORY SERVICES, INC.. Their office serves clients in the IRVING metropolitan area and surrounding communities.
How does Crystal Marie Clifford charge for services?
Crystal Marie Clifford's firm is compensated through percentage of aum, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVANTAX ADVISORY SERVICES, INC.?
AVANTAX ADVISORY SERVICES, INC. has approximately 2478 employees and manages $41.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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