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Raymond Paul Clifford

Capital Analysts

Worcester, MA

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Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-10-20
  • MA RA
    APPROVED
    Since 2014-10-20

Branch Locations

57 Cedar St., Worcester, MA 01609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clifford & Reno Ins. Agency Worcester MA 12/1988 Present
The Lincoln National Life Insurance Company Fort Wayne IN 08/1990 Present
Lincoln Investment Planning Inc Worcester MA 05/2012 Present
  • 12/1988 → Present
    Clifford & Reno Ins. Agency
    Worcester, MA
  • 08/1990 → Present
    The Lincoln National Life Insurance Company
    Fort Wayne, IN
  • 05/2012 → Present
    Lincoln Investment Planning Inc
    Worcester, MA
Previous Registrations
  • 2004-07-21 → 2012-04-30
    Legend Advisory, Llc
    Palm Beach Gardens, FL
    Worcester, MA
Other Businesses

CLIFFORD AND RANO INSURANCE POSITION: PRINCIPAL- INSURANCE SALES NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 10 START DATE: 04/21/2013 ADDRESS: 57 CEDAR ST., WORCESTER MA 01609 DESCRIPTION: LIFE-DISABILITY-ANNUITIES- LTC-PROPERTY AND CASUALTY RENEWALS CLIFFORD & RANO REALTY TRUST POSITION: VPres NATURE: Office building INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: 57 Cedar st., Worcester MA 01609 DESCRIPTION: none SMOKESTACK INC. POSITION: shareholder NATURE: Rest. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: 139 Green St, Worcester MA 01604 DESCRIPTION: No duties OLLO PIZZA LLC POSITION: Shareholder NATURE: Pizzeria INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 40 Millbrook St., Worcester MA 01606, United States DESCRIPTION: shareholder, related to Smokestack Inc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-12
S63 Uniform Securities Agent State Law Examination 1982-05-10
  • S65 Uniform Investment Adviser Law Examination
    2011-07-12
  • S63 Uniform Securities Agent State Law Examination
    1982-05-10
Other Names
  • Raymond Paul Clifford

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