Clifford Warren Harrell
Investment adviser representative at Advisory Services Network
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.6BFirm 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
Experience
16 years in the industry.
- Advisory Services Network, LLCAug 2024 to now
- Morgan StanleySep 2023 to Aug 2024
- Morgan StanleyMar 2023 to Mar 2023
- E*trade Capital Management LLCDec 2010 to Sep 2023
- E*trade Securities LLCDec 2010 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (GA).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 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
- 5876014
- Firm CRD
- 146051