Maximilian John Clifford

Current Employers

Employment History

• 03/2013 → 05/2023
  Securian Financial Services, Inc
  St Paul, MN
• 03/2013 → 10/2021
  Cri Securities, Llc
  St Paul, MN
• 03/2013 → 05/2023
  Minnesota Life Insurance Company
  St Paul, MN
• 03/2014 → 05/2023
  North Star Resource Group
  Decator, GA
• 02/2017 → 05/2023
  North Star Resource Group
  San Diego, CA
• 02/2022 → 09/2022
  Junto
  San Diego, CA
• 05/2023 → Present
  Wcg Wealth Advisors, Llc
  Greet, SC
• 05/2023 → Present
  Lpl Financial Llc
  Greenville, SC

Previous Registrations

• 2014-02-04 → 2023-05-22
  Securian Financial Services, Inc.
  Decatur, GA
  Minneapolis, MN
  San Diego, CA
  Minneapolis, MN
  Solana Beach, CA
  Denver, CO
• 2014-02-04 → 2021-10-22
  Cri Securities, Llc
  Decatur, GA
  Minneapolis, MN
  San Diego, CA
  Minneapolis, MN

Other Businesses

1)04/2023 - THE WEALTH CONSULTING GROUP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2023 2)04/2023 - TRULY ALIGNED - DBA for LPL Business (entity for LPL business) - Inv Rel- At Reported Business Location(s) - Start: 05/2023 - 120 Hr/Mth 3) 05/23/2023 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/18/2023 - 160 Hours Per Month/ 80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 05/23/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/24/2023 - 160 Hours Per Month/ 80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 05/30/2023 - Truly Aligned Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/18/2023 - 160 Hours Per Month/ 80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 06/06/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 05/23/2023 - 20 Hours Per Month/ 20 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2013-06-06

Other Names

• Maximilian Jon Clifford