Benjamin Clifford is a CFP-designated registered investment advisor at LPL Financial LLC, based in Salt Lake City, UT, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1733 S 1100 E, Suite 100, Salt Lake City, UT, 84105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is involved in several tax preparation and accounting businesses, including Barber Tax Service and Rise Financial & Tax Advisors. He also owns rental real estate properties through AMYS GROUP RE LLC and Silver Offices, LLC; and works as a financial advisor for Clifford Financial Group LLC and Rise Financial & Tax Advisors, dedicating a full-time commitment to these roles.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations15 states
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