Russell Owen Clifford
Investment adviser representative at Farther
37 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
37 years in the industry.
- FartherSep 2026 to now
- College for Financial PlanningOct 2023 to now
- Clifford Financial Planning, Inc.Jan 1998 to now
- Cambridge Investment Research Advisors, Inc.May 2014 to Oct 2018
- Cambridge Investment Research, IncMay 2014 to Oct 2018
- Independent Insurance Agent - Sole ProprietorJan 1989 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (CA).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2537734
- Firm CRD
- 302050