Robert Clifford is a financial advisor at OSAIC Advisory Services, LLC with 16 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, Inc., and Kms Financial Services Inc. He serves as a board member for the Lewis Clark State College Foundation, where he monitors investments managed by D.A. Davidson.
OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party investment platforms.