Dennis Jerome Clifford

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 05/2004 → 12/2017
  Country Club Financial Services, Inc.
  Kansas City, MO
• 11/2017 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2004-05-24 → 2017-12-01
  Country Club Financial Services, Llc
  Parkville, MO
  Parkville, MO
• 2003-12-08 → 2004-05-25
  Waddell & Reed
  Kansas City, MO

Other Businesses

1. Bama Hotel Partners, LLC, Tuscaloosa, Alabama. Member, Non-investment related, 0-10% time spent on activity during non-securities hrs. 2. Clifford Advisors LLC., since 12/2025, owner, DBA, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-16

Other Names

• Dennis Clifford