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Crystal Marie Clifford

AVANTAX ADVISORY SERVICES, INC.·IRVING, Texas
SIE, Series 7, Series 24, Series 27, Series 63Clean recordAVANTAX ADVISORY SERVICES, INC.
6333 NORTH STATE HIGHWAY 161, IRVING, TX 75038CRD# 3273784Firm CRD# 104556

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Crystal Marie Clifford · IRVING, TX
Registration
CRD #3273784 · AVANTAX ADVISORY SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AVANTAX ADVISORY SERVICES, INC.
CRD 104556 · SEC 801-29892
AUM
$41.7B
Regulatory assets under management
Employees
2,478
131,534 client accounts
Services offered by AVANTAX ADVISORY SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at AVANTAX ADVISORY SERVICES, INC. →
Introduction

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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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Other Advisors at AVANTAX ADVISORY SERVICES, INC.

Enrique Martin Vasquez
IRVING, TX
Michael Anthony Pagano
DALLAS, TX
Aditya Kumar Garg
IRVING, TX
Robert Colby Jackson
DALLAS, TX
Casey James Griffin
DALLAS, TX
Jeffrey Joel Klein
IRVING, TX

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