KC
KC

Kevin Clifford

41 Years of Experience
Leawood, KS
Broker

Kevin Clifford is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Leawood, KS, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

9400 Mission Road, Leawood, KS, 66206

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kevin is an employee of Country Club Bank, spending about half of his time on this investment-related activity during non-securities hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Previous Registrations
Money Concepts Capital CORPBroker
December 2017 - February 2026 · 8 yrs 2 mos
Money Concepts Advisory Service
November 2017 - February 2026 · 8 yrs 3 mos
Country Club Financial Services, INC.
September 2002 - December 2017 · 15 yrs 3 mos
Country Club Financial Services, INC.Broker
August 2002 - December 2017 · 15 yrs 4 mos
Ws Griffith Securities, INC.
February 2002 - August 2002 · 6 mos
Ws Griffith Securities, INC.Broker
June 1997 - August 2002 · 5 yrs 2 mos
Mony Securities CORP.Broker
July 1984 - June 1997 · 12 yrs 11 mos
State Registrations25 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kevin Clifford - Financial Advisor | TrueAdvisor