We’re focused on you. Our priority is understanding your goals and dreams. Financial advising is personal, so we sit down with you and listen, and we develop a tailored plan for you. We work with people from all walks of life, including individual investors, families, and business owners. We provide a clear vision of your financial plan and we’ll be right beside you every step of the way.
Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit: http://www.clifford-lewis.com
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/
Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit: http://www.clifford-lewis.com
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/
Location: United States, Texas, Tyler
Employees: 1-10
Founded date: 2022
Mentions in press and media 2
| Date | Title | Description |
| 10.09.2024 | From Concept to Company: Q&A with Pete Clifford, founder of Karri Discover Pete Clifford's company Karri, a startup developing a smart walkie-talkie for children, transforming how they stay connec... | Entrepreneur UK talks to Clifford about the need for a child-friendly communication device, the importance of having a co-founder, and securing initial funding through personal connections. By Patricia Cullen What inspired you to start your... |
| 25.01.2022 | LPL Financial : Clifford-Lewis Private Wealth Launches at LPL | CHARLOTTE, N.C. - Jan. 25, 2022 -LPL Financial LLC today announced that financial advisors Pat Clifford and Tyler Lewis have launched a new independent practice, Clifford-Lewis Private Wealth, through affiliation with LPL Strategic Wealth S... |