Joshua Alexander Clifford
Investment adviser representative at Wealth Management Corporation
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$241.5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Precision Wealth StrategiesFeb 2026 to now
- Wealth Management CorporationOct 2018 to now
- Carr Allison, P.A.Aug 2018 to Oct 2018
- Pennington, P.A.Jul 2017 to Aug 2018
- Flagler CollegeJun 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Wealth Management Corporation
Legal name: Wealth Management Corporation of America, Inc.
$241.5MAssets managed
1,641Clients
3Advisers
6 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
- 7041103
- Firm CRD
- 109576