Benjamin
Clifford

Lpl Financial LLC

CRD#5760214
Investment Advisor
in Draper, UT

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About this Advisor

Benjamin Clifford is a financial advisor based in Draper, Utah, working with Lpl Financial LLC. Benjamin has previously worked with Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Brad Barber, Primary Children'S Hospital, Barber Tax Service, Barber Tax Service Draper LLC, Tina Hess, Amys Group Re LLC, and Lpl Financial LLC. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Georgia, Idaho, Indiana, Iowa, Montana, South Carolina, Utah, Washington, and Wyoming. Currently, Benjamin is part of Lpl Financial LLC, which operates out of Draper, Utah. The firm has 18,523 offices and 37,893 employees. Lpl Financial LLC manages assets totaling $618.9 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

12660 S Fort St Ste 101
Draper, UT 84020

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$618,922,975,737

UT Average: $646,059,043
Total Number of Employees

37,893

UT Average: 13
Total Number of Accounts

2,369,378

UT Average: 661
Average Account Size

$261,217

UT Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Benjamin Clifford Work History

2021 - Present (5 years)

Lpl Financial LLC

2016 - Present (10 years)

Barber Tax Service Draper LLC

2012 - Present (14 years)

Barber Tax Service

2018 - 2021 (3 years)

Tina Hess

2016 - 2021 (5 years)

Amys Group Re LLC

2014 - 2020 (6 years)

Primary Children'S Hospital

2012 - 2018 (6 years)

Brad Barber

2010 - 2021 (11 years)

Waddell & Reed, Inc

2010 - 2021 (11 years)

Various Insurance Carriers For W&R Insurance Agencies

Disclosures

Please visit the SEC profile of Benjamin Clifford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Devin Aherin
Dieterich, IL
Ryan Petteruti
Greer, SC
Preston Davis
Salt Lake City, UT
Jonathan Pultz
Brookfield, WI
Julia Block
Bellevue, WA
Dejah Gay
Atlanta, GA
Ranhee Lee
Tacoma, WA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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