Clifford Mathew Robello

CFP

Pinkerton Wealth Partners

39 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Pinkerton Wealth Partners

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

1,152 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$500K

Location

2000 John Loop, Coeur D'Alene, ID, 83814

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History

Regulatory History (1)

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Investigation

October 2019

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Other Business ActivitiesSells Insurance

Clifford is the CEO and Senior Advisor at CRM Financial Advisors, dedicating nearly full-time hours. He also facilitates estate documents through Encorestate, spends a few hours per week on insurance sales, and dedicates significant time to Pinkerton Wealth Partners as an RIA.

Employment History

Current Registrations

Pinkerton Wealth Partners

December 2024 - Present · 1 yr 2 mos

Private Client Services, LLCBroker

November 2024 - Present · 1 yr 3 mos

Previous Registrations

Cambridge Investment Research Advisors, INC.

March 2012 - November 2024 · 12 yrs 8 mos

Cambridge Investment Research, INC.Broker

March 2012 - November 2024 · 12 yrs 8 mos

Financial Network Investment Corporation

May 1999 - March 2012 · 12 yrs 10 mos

Financial Network Investment CorporationBroker

March 1999 - March 2012 · 13 yrs

Aetna Financial Services, INC.Broker

July 1997 - March 1999 · 1 yr 8 mos

Aetna Investment Services, INC.Broker

October 1993 - March 1999 · 5 yrs 5 mos

Aetna Life Insurance and Annuity CompanyBroker

December 1986 - October 1993 · 6 yrs 10 mos

State Registrations7 states

AZCAFLHIORVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.