Clifford Cashman
Clifford Cashman is a registered investment advisor at Osaic Wealth, INC., based in Altoona, PA, with 56 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2322 Broad Ave, Altoona, PA, 16601-1938
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clifford owns The Bull & Bear Investment Strategies, a marketing name, and is CEO/President/Owner of The Cashman Financial Group Inc., marketing insurance products since 1972. He also dedicates about half his time to Coach4Retirees Inc., marketing retirement services, and spends about a quarter of his time offering money management services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
American Capital Financial Services, INC.Broker
American General Capital Distributors, INC.Broker
Pennsylvania Funds CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations15 states
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.