Clifford J Deck
Investment adviser representative at Blue Chip Financial Advisors, LLC
31 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$104.1MFirm 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
- Seminars and workshops
Experience
31 years in the industry.
- Blue Chip Financial Advisors, LLPDec 1999 to now
- Franklin and Company Cpas IncJan 2020 to Oct 2023
- Clifford J. Deck, Cpa Inc.Jan 1992 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, RI).
Blue Chip Financial Advisors, LLC
$104.1MAssets managed
178Clients
6Advisers
Under 1 yearIn 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
- 4545451
- Firm CRD
- 119510