CK
CFP
CK
CFP

Clifford Tungen Kwan

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
6,827 clients
Average Client Portfolio
$582K average
Assets Under Management
$4.0B

Fee Structure

Financial Planning:Included in AUM fee
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Location

2820 Dallas Parkway, Plano, TX, 75093

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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 is an independent insurance agent for various independent insurance companies.

Employment History
Current Registrations
Retirement Planners of America
October 2014 - Present · 11 yrs 4 mos
Previous Registrations
Financial Strategies for Today and Tomorrow--Wealth Mgmt Group
April 2008 - September 2014 · 6 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.