Gregory Clifton
Gregory Clifton is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fort Worth, TX, with 41 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
2525 Ridgmar Boulevard, Suite 400, Fort Worth, TX, 76116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is involved in several outside business activities, including serving as Chairman of the Board for Texas Family Musicals, owning multiple car-related businesses, owning Honey Bee Tax Planning LLC, and being an advisory representative for CIRA. He also dedicates minimal time to Clifton Capital Advisor, LLC and Hero CFO, which provides accounting/bookkeeping/payroll services; his advisory rep role takes about half of his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Investacorp, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.