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Clifford Mulder

32 Years of Experience
Portage, MI
1 DisclosureBroker

Clifford Mulder is a registered investment advisor at Raymond James & Associates, INC., based in Portage, MI, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

7995 Moorsbridge Rd, Portage, MI, 49024

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2002
Closed-No Action
Other Business Activities

Clifford is the volunteer Chairperson of the board for the AirZoo Legacy Foundation, overseeing an endowment and providing advisory input. He is also a co-manager of Buyandhold, LLC, a rental real estate business, dedicating minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2008 - Present · 18 yrs 6 mos
Raymond James & Associates, INC.Broker
December 2005 - Present · 20 yrs 7 mos
Previous Registrations
Natcity Insurance Services, INC.Broker
August 1999 - December 2001 · 2 yrs 4 mos
Natcity Investments, INC.Broker
August 1999 - December 2005 · 6 yrs 4 mos
Prudential Securities IncorporatedBroker
June 1993 - August 1999 · 6 yrs 2 mos
State Registrations30 states
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AdvisorBrokerBoth

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