Clifford Rowland
Clifford Rowland is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Baltimore, MD, with 39 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5526 Harford Road, Baltimore, MD, 21214
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Clifford is a CPA and CFP who owns an accounting/bookkeeping business since 1985, and another CPA business since 2022, taking about half of Clifford's time. He is also an independent insurance agent since 2004 and sells insurance products through Avantax, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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