Pat Clifford and Tyler Lewis, who managed $275 million at Wells Fargo Advisors, have opened an advisory firm in Tyler, Texas, and affiliated with LPL via its Strategic Wealth Services.
Joining Clifford and Lewis at the new firm, Clifford-Lewis Private Wealth, are Karen Vaughan, who serves as director of planning, and Sherryl Miles, who’s director of client relations.
Clifford has 19 years of experience, according to his BrokerCheck report, and had been affiliated with Wells Fargo since 2012. Lewis has seven years of experience and had been affiliated with Wells since 2016.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
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Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
