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Anthony Clifford

9 Years of Experience
San Francisco, CA
1 DisclosureBroker

Anthony Clifford is a registered investment advisor at Wells Fargo Advisors, based in San Francisco, CA, with 9 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

555 California St 24th Fl, San Francisco, CA, 94104

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History

Regulatory History (1)
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Customer Dispute
June 2025
Pending
Other Business Activities

Anthony works as a delivery driver for Door Dash since 2021. This activity, which is not investment-related, takes about 10-20% of his time.

Employment History
Current Registrations
Wells Fargo Advisors
October 2022 - Present · 4 yrs
Wells Fargo Clearing Services, LLCBroker
June 2017 - Present · 9 yrs 4 mos
State Registrations36 states
AZCACOCTDCFLGAHIIAIDILINKSMAMDMEMIMONCNENHNJNVNYOHOKORPARISCTNTXUTVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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