Benjamin Arthur Clifford
Investment adviser representative at LPL Financial LLC
16 yearsExperience
12 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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
16 years in the industry.
- LPL Financial LLCJul 2021 to now
- Barber Tax Service Draper LLCJan 2016 to now
- Barber Tax ServiceJun 2012 to now
- Tina HessJul 2018 to Jul 2021
- Amys Group Re LLCNov 2016 to Jul 2021
- Primary Children's HospitalApr 2014 to Nov 2020
- Brad BarberJun 2012 to Jul 2018
- Various Insurance Carriers for W&r Insurance AgenciesJun 2010 to Jul 2021
- Waddell & Reed, IncFeb 2010 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 12 states (CA, CO, GA, IA, ID, IN, MT, SC, TX, UT, WA, WY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5760214
- Firm CRD
- 6413