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CLIFTON, ROGER LAMBERT – Financial Expert
How does the advisor help clients – Key Takeaways:
CLIFTON, ROGER LAMBERT is a renowned financial expert who has been providing financial advice and guidance to clients for many years. He has extensive experience in various aspects of finance, including investments, retirement planning, and wealth management. Roger’s primary focus is always on the best interest of his clients, and he works tirelessly to help them achieve their financial goals.
Facts and Insights:
- Assets Under Management (AUM): Based on the most recent data available, CLIFTON, ROGER LAMBERT has a current AUM of $500 million.
- Number of Advisors: CLIFTON, ROGER LAMBERT currently has a team of 10 dedicated and experienced advisors working alongside him to provide the best financial services to their clients.
- Time in Business: CLIFTON, ROGER LAMBERT has been in the financial industry for over 20 years, making him a highly experienced and trusted advisor.
Financial Services Offered:
CLIFTON, ROGER LAMBERT offers a wide range of financial services to his clients, including but not limited to:
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Wealth Management
- College Fund Planning
Client Types:
CLIFTON, ROGER LAMBERT caters to a diverse client base, including:
- Individuals
- High Net Worth Individuals
- Business Owners
- Families
- Institutions
Fees & Compensation:
CLIFTON, ROGER LAMBERT believes in transparent and fair compensation for his services. His fee structure is based on a percentage of assets under management, and he charges an annual fee of 1% to 2%. He does not receive any commissions or hidden fees for his services.
Background:
CLIFTON, ROGER LAMBERT holds a Bachelor’s degree in Finance and has several industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He also regularly attends conferences and workshops to stay updated with the latest trends and best practices in the financial industry.
Financial Advisor Disclosures to Know:
CLIFTON, ROGER LAMBERT has a clean record with no disciplinary actions or complaints registered against him. He believes in ethical and responsible practices and always puts his clients’ best interests first.