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Clifford James Robison

Investment adviser representative at Fai Advisors, Inc.
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$302MFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

8 years in the industry.

  1. Fai Advisors, Inc.Sep 2015 to now
  2. The O.N. Equity Sales CompanyFeb 2015 to Jul 2022
  3. Ohio National Service ServicesNov 2014 to Jul 2022

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law1997

State registrations

Registered as an investment adviser representative in 1 state (MI).

Fai Advisors, Inc.

$302MAssets managed
370Clients
5Advisers
3 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
2975566
Firm CRD
122132
Advisor's SEC record (opens in a new tab)
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