Advisor at Osaic Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Osaic Advisory Services, LLC
Location
Lewiston, ID 83501
Credentials
Series 63, Series 66
Industry experience
15 years
Robert Clifford is a financial advisor at Osaic Advisory Services, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services Inc. Clifford serves as a board member of the Lewis Clark State College Foundation, where he monitors investments for the nonprofit’s scholarship fund. Osaic Advisory Services, LLC manages approximately $12.47 billion in client assets and serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities. The firm offers a range of advisory services through a representative-driven model, combining in-house resources and external platforms to construct portfolios across multiple asset classes and investment strategies.
Based on Osaic Advisory Services, LLC
Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth clients
$0+: Negotiable, maximum up to 2.50% annually for Advisory Representative Managed Account Programs (Ally and Counsel Programs) with flat, linear, or tiered billing options $0+: Up to 3.00% annually for Plan Participant Retirement Program (management fee on total assets, fixed percentage or tiered fee schedule) $0+: Retirement Plan Consulting Services: Fixed fees $1,000 - $100,000; Hourly fees $50 - $300 per hour; Basis points up to 1.25% (125 basis points)
Advisory Representatives may receive commissions through Osaic Wealth when selling securities or insurance products; commissions are separate from advisory fees
Hourly fees for financial planning/consulting generally range from $0 to $750 per hour
Minimum fee: Minimum service fee which is the greater of $30 or up to 0.15% annually assessed to the advisor per account Fee-only: Financial planning and consulting services charged on hourly or fixed fee basis; hourly fees range $0 - $750 per hour; fixed fees generally up to $25,000 but can exceed for high net worth individuals
828 8th Avenue
Lewiston, ID 83501
Idaho · Texas
OSAIC Advisory Services, LLC
2024 - Present (2 years)
OSAIC
2024 - Present (2 years)
Arbor Point Advisors
2020 - 2024 (4 years)
Securities America, Inc.
2020 - 2024 (4 years)
Kms Financial Services Inc
2012 - 2020 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Lewiston, ID
Elite Financial, Inc.
CFP®, Series 65
Colton, WA
Boldin Advisors
Series 66
Lewiston, ID
Osaic Advisory Services, LLC
Series 63, Series 65
Lewiston, ID
Osaic Advisory Services, LLC
Series 66
Lewiston, ID
Osaic Advisory Services, LLC
Series 66
828 8 Th Ave, ID
Osaic Advisory Services, LLC
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