William R Clifton

Current Employers

Employment History

• 09/2017 → 05/2022
  Proequities Inc
  Milledgeville, GA
• 08/2013 → 05/2017
  Georgia College
  Milledgeville, GA
• 11/2017 → 04/2022
  Proequities, Inc
  Milledgeville, GA
• 05/2022 → Present
  Kestra Investment Services, Llc
  Milledgeville, GA
• 05/2022 → Present
  Kestra Advisor Services, Llc
  Milledgeville, GA
• 05/2016 → Present
  (Dba) Protective Financial Services
  Milledgeville, GA

Previous Registrations

• 2017-11-28 → 2022-05-02
  Concourse Financial Group Securities, Inc.
  Milledgeville, GA

Other Businesses

1) (dba) PROTECTIVE FINANCIAL SERVICES; INVESTMENT RELATED; 2727 N COLUMBIA STREET, MILLEDGEVILLE, GA 31061; INSURANCE & FINANCIAL SERVICES; FINANCIAL PLANNER; START DATE 05/2016; 160 HOURS PER MONTH WITH ALL HOURS OCCURRING DURING TRADING HOURS; MEET WITH CLIENTS TO REVIEW THEIR FINANCES TO HELP THEM MEET THEIR OBJECTIVES AND GOALS. ASSIST FINANCIAL ADVISORS BY LOGGING NOTES AND FOLLOWING UP ON TASKS RELATED TO THEIR CLIENT MEETINGS.//2) WILLIAM CLIFTON; INVESTMENT RELATED; 2727 N COLUMBIA STREET, MILLEDGEVILLE, GA 31061; INSURANCE; INDEPENDENT PRODUCER; START DATE 02/2017; SERVE CLIENTS WHO NEED LIFE INSURANCE. PROTECTIVE FINANCIAL SERVICES POSITION: Financial Planner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 104 START DATE: 05/17/2022 ADDRESS: 2727 North Columbia St, Milledgeville GA 31061, United States DESCRIPTION: To act in the client's best interest. To create financial plans for clients. To regularly report on the progress of the financial plan. KESTRA ADVISORY SERVICES, LLC POSITION: Financial Planner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 05/02/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400,, Austin TX 78735, United States DESCRIPTION: Due diligence in the accounts we recommend. Discussing with financial planning clients why these accounts are in their best interest given the goals they have set forward. Meeting regularly to reevaluate the account with the client.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-09

Designations

Other Names

• William Clifton