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William R Clifton

Advisor at Kestra Advisory — Milledgeville, GA

Updated today

Credentials

CFP®, Series 66

Experience

9 years

Location

Milledgeville, GA 31061

Kestra Advisory logo

Kestra Advisory

Enterprise

Total advisors

1,445

Across 539 offices

Clients per advisor

80 High

Avg AUM per client

$618,892 High

HNW client ratio

23% High

About

William Clifton is a CFP® professional with nine years of industry experience, currently serving as a financial planner at Kestra Advisory. His prior experience includes roles at Kestra Investment Services and ProEquities, Inc. In addition to his advisory work, he operates under the dba Protective Financial Services, providing financial planning and life insurance services in Milledgeville, GA. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

See office

Milledgeville, GA

2727 North Columbia Street

Milledgeville GA 31061

Advisors at this office

3

Most active in

Georgia

Work history

9 years of industry experience

Kestra Advisor Services, LLC

2022 - Present • 4 years

Milledgeville, GA

Kestra Investment Services, LLC

2022 - Present • 4 years

Milledgeville, GA

ProEquities, Inc

2017 - 2022 • 5 years

Milledgeville, GA

ProEquities Inc

2017 - 2022 • 5 years

Milledgeville, GA

(dba) PROTECTIVE FINANCIAL SERVICES

2016 - Present • 10 years

Milledgeville, GA

Georgia College

2013 - 2017 • 4 years

Milledgeville, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William H

Series 66

Milledgeville, GA

Corecap Advisors

William Harpe is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors since 2019. Outside of his advisory role, Harpe serves as a pastor at New Hope Christian Fellowship, a Southern Baptist church. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, individual equities, and fixed income.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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Allix D

Series 63, Series 65

Milledgeville, GA

Csenge Advisory Group, LLC

Allix Dennis is a financial advisor at Csenge Advisory Group, LLC with 24 years of industry experience. Dennis holds Series 63 and Series 65 credentials and has worked at firms including Lion Street Financial and M Holdings Securities. Outside of advisory work, Dennis owns ACD Planning LLC, a business involved in insurance and annuity sales and policy management, and serves as a co-trustee of a family testamentary trust. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a top-down investment approach that integrates fundamental and technical analysis and offers customized portfolio management through discretionary and model-based allocations.

Founder/Business Owner Retired Approaching retirement
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Dannielle M

Series 63, Series 65

Milledgeville, GA

Kestra Advisory

Dannielle Maldonado is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at ProEquities, Inc. before joining Kestra in 2022. Maldonado also has client service experience supporting financial advisors through Protective Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms, serving a broad range of clients including large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Quinton M

Series 66, Series 63

Milledgeville, GA

Empower Advisory Group

Quinton Machado is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Empower Financial Services and several educational and nonprofit organizations such as Cedarville University and High Point Camp. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and operates with a tightly integrated model connected to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Colin M

Series 66

Milledgeville, GA

Kestra Advisory

Colin Mcculley is a financial advisor with Kestra Advisory, holding a Series 66 designation and 14 years of industry experience. Prior to his current role beginning in 2022, he worked at Concourse Financial Group Securities for seven years. Outside of advising, he serves as a board member for Sinclair Baptist Church and instructs pistol and rifle safety courses in middle Georgia. He also manages a family tree farm near Milledgeville, GA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving a range of clients that includes large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive

Christopher B

Series 66

Milledgeville, GA

Edward Jones

Christopher Babb is a financial advisor at Edward Jones in Milledgeville, GA, holding a Series 66 designation. He joined Edward Jones in 2026 and previously spent ten years at Georgia Military College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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