DC
DC

Dwon Lee Clifton

8 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
24,542 clients
Average Client Portfolio
$267K average
Assets Under Management
$6.6B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

1215 Jones Franklin Rd, Suite 201, Raleigh, NC, 27606

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History

Regulatory History (1)
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Judgment / Lien
February 2015
Other Business ActivitiesSells Insurance

Dwon is the owner/manager of SWAP Sports, a youth sports program, and a program director/head coach at St. Raphael Catholic School. Dwon is also an insurance agent for Team Timeless Enterprises, LLC dba Timeless Insurance Solutions, spending a few hours per week on each activity.

Employment History
Current Registrations
Gradient Investments, LLC
March 2019 - Present · 6 yrs 11 mos
Timeless Wealth Management
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2017 - July 2018 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - July 2018 · 1 yr 4 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.