Steven Dale Clifford

Employer firm

Harvest Advisors, LLC CRD 120614

$33.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/1990 → Present
  Clifford & Associates
  Canton, OH

Other Businesses

CLIFFORD & ASSOCIATES PROVIDES TAX PREPARATION, TAX PLANNING, ACCOUNTING, PAYROLL RELATED SERVICES. I HAVE OWNED THIS BUSINESS SINCE 1989 . HOURS ENGAGED VARY DURING TRADING HOURS. DURING TAX SEASON, HOURS MAY BE UP TO 160-224 HRS/MO FOCUSED ON TAX PREPARATION. DURING TRADING HOURS, A MINIMUN OF 2-4 HOURS PER DAY ARE RESERVED FOR MARKET AND INVESTMENT RELATED FUNCTIONS AND SERVICES. MY DUTIES WITH RESPECT TO CLIFFORD & ASSOCIATES INCLUDE MANAGMENT, SUPERVISION AND TRAINING OF STAFF, PREPARATION OF RETURNS AND MEETING WITH CLIENTS MANY OF WHOM ARE ALSO CLIENTS OF SD CLIFFORD ADVISORS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-06

Designations

• Certified Financial Planner

Other Names

• Steve Clifford
• Steven Dale Clifford