Clifford John York
Advisor at CWM, LLC — Vincennes, IN
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.
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.
Credentials
ChFC®, Series 63, Series 66
Experience Industry experience
24 years
Location
Vincennes, IN 47591
CWM, LLC
Enterprise
Clifford York is a ChFC® with 24 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has held roles at Cetera Advisor Networks LLC, Carson Wealth, and LPL Financial. Outside of advising, he serves on the marketing committee of the Knox County Development Corporation. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a large network of advisors. The firm manages discretionary accounts using model portfolios and combines multiple investment strategies and tools, including sub-advisors and alternative investments, with a focus on retirement plan and institutional services.
Based on CWM, LLC
Based on CWM, LLC
fixed fee for financial planning services ranging from $500 to $25,000 or more; flat-dollar annual fee for investment management services (billed quarterly in advance)
$0+: up to 2.50% annually $0+: up to 1.00% for sub-advisory services $0+: up to 2.00% annually for Variable Sub-Account Management Services $0+: 0.20% asset-based fee for True Wealth Financial Planning Program (minimum $3,500)
up to $500 per hour for financial planning services
Vincennes, IN
626 Veteran Drive
Vincennes IN 47591
Advisors at this office
1
Indiana · Texas
24 years of industry experience
Cetera Advisor Networks Llc
2017 - 2019 • 2 years
El Segundo, CA
Carson Wealth
2014 - Present • 12 years
Vincennes, IN
CWM, LLC
2014 - Present • 12 years
Omaha, NE
LPL FINANCIAL
2014 - 2017 • 3 years
Vincennes, IN
Cetera
2014 - 2014 • 1 year
Vincennes, IN
Cetera Investment Services Llc
2013 - 2014 • 1 year
FIFTH THIRD SECURITIES, Inc.
2009 - 2013 • 4 years
IN
Investment Professionals, INc.
2009 - 2009 • 1 year
Morgan Keegan & Company, LLC
2008 - 2009 • 1 year
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
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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