CR
ChFC
CR
ChFC

Clifford Rayburn

39 Years of Experience
Worthington, OH
BrokerSells Insurance

Clifford Rayburn is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Worthington, OH, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

150 East Wilson Bridge Rd 232, Worthington, OH, 43085

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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 ActivitiesSells Insurance

Clifford operates several businesses, including "The Money Foundation," "Rayburn Financial Advisory LLC," and "Rayburn Financial Services, LLC," all DBAs for his LPL business, taking up nearly full-time. He also owns a real estate rental property and acts as an agent for condo rental agreements.

Employment History
Current Registrations
LPL Financial LLC
November 2019 - Present · 6 yrs 8 mos
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 8 mos
LPL Financial LLC
November 2019 - Present · 6 yrs 8 mos
Previous Registrations
H. Beck, INC.
January 2010 - December 2019 · 9 yrs 11 mos
H. Beck, INC.Broker
January 2010 - December 2019 · 9 yrs 11 mos
Fsc Securities Corporation
April 2000 - December 2009 · 9 yrs 8 mos
Fsc Securities CorporationBroker
March 2000 - December 2009 · 9 yrs 9 mos
Lutheran Brotherhood Securities CORP.Broker
July 1986 - April 2000 · 13 yrs 9 mos
State Registrations7 states
ILINKYMINCOHPA
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.
Clifford Rayburn - Financial Advisor | TrueAdvisor