Clifford Ike Nichols

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  Inspire Financial Group
  Richardson, TX
• 01/2014 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 01/2013 → Present
  Us Retirement Partners
  Richardson, TX

Previous Registrations

• 2010-03-22 → 2014-01-14
  Gwn Securities Inc.
  Richardson, TX
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
• 2007-05-23 → 2010-03-22
  Mm Ascend Life Investor Services, Llc
  Cincinnati, OH
  Dallas, TX
  Dallas, TX
  Richardson, TX
• 2006-03-08 → 2007-05-01
  Voya Financial Partners, Llc
  Dallas, TX
  Dallas, TX
  Addison, TX
• 2005-06-30 → 2006-03-03
  Planmember Securities Corporation
  Carrollton, TX
  Austin, TX

Other Businesses

INSPIRE FINANCIAL GROUP -3513 SPECTRUM BLVD, STE 200, RICHARDSON, TX 75082; INVESTMENT RELATED; FINANCIAL & INSURANCE SALES & SVCS; REGISTERED REP/AGENT; START DATE 1/05; 120 HRS/MNTH; 100 HRS/MNTH DURING TRADING. 2) U.S. RETIREMENT PARTNERS (USRP); 3513 SPECTRUM BLVD SUITE 200, RICHARDSON TX 75082; START DATE: 1/1/2013; AGENT; NATURE OF BUS: INSURANCE AND INVESTMENTS; IR; APPROX. NO. OF HRS./MOS. DEVOTED TO THIS BUS: 40; APPROX. NO. OF HRS./MOS. DEVOTED TO THIS BUS. DURING TRADING HRS.: 40

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-28
• S63 Uniform Securities Agent State Law Examination
  2002-06-04

Other Names

• Ike Nichols Clifford