AG
AG

Annalisa Sunshine Clifford Gold

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
155 advisors
Number of Clients
6,466 clients
Average Client Portfolio
$251K average
Assets Under Management
$1.6B

Fee Structure

Minimum Annual Fee:$90
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Location

505 N 4th Street #202, Fairfield, IA, 52556

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Annalisa is involved in several outside business activities, including being a committee member for Iowa WINS, owning an empty lot, being a member of Rotary Club International, co-trustee of the Ann W Clifford Revocable Trust, and owning rental properties. She also owns Clifford Gold LLC, where she collects rent and manages property maintenance, dedicating minimal time to this.

Employment History
Current Registrations
Vanderbilt Advisory Services
August 2022 - Present · 3 yrs 6 mos
Vanderbilt Securities, LLCBroker
April 2021 - Present · 4 yrs 10 mos
State Registrations5 states
CACOIANYWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.