Josh Clifford

Josh Clifford is a seasoned finance professional with extensive experience in mergers and acquisitions, valuation, and financial consulting. Currently serving as Vice President at LPL Financial since January 2022, Josh specializes in CFO Solutions. Previous roles include Assistant Vice President at Succession Resource Group and Valuations Director at DeVoe & Company. With a solid foundation established at LPL Financial from 2012 to 2019, Josh held various positions including Assistant Vice President in M&A and Sr. Analyst in Finance. Early career experience includes roles at Bainbridge Capital, Clean Energy Capital, and Merrill Lynch. Josh holds a Master of Science in Management with a concentration in Finance and a Bachelor of Science in Finance, both from the University of Arizona.