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Financial ADVSR advisor directory · SEC adviser records

The Clark Group Asset Management financial advisors in Dana Point, CA

Every SEC-registered investment adviser representative at a The Clark Group Asset Management office in Dana Point, A to Z.

The short answer

3 registered advisors work at The Clark Group Asset Management in Dana Point, out of 3 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

The Clark Group Asset Management advisors in Dana Point, A to Z

Every The Clark Group Asset Management advisor →

The Clark Group Asset Management advisors in every city and state →The Clark Group Asset Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Dana Point

All Dana Point advisors →

LPL Financial LLC 6Osaic Wealth, Inc. 6Strategic Advisers LLC 5Charles Schwab & Co., Inc. 4Edward Jones 3

Questions

How many financial advisors does The Clark Group Asset Management have in Dana Point?

3 investment adviser representatives are registered at The Clark Group Asset Management offices in Dana Point, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is The Clark Group Asset Management one of the largest advisor employers in Dana Point?

The Clark Group Asset Management ranks number 6 in Dana Point by registered advisors; LPL Financial LLC has the most, with 6.

How do I check a The Clark Group Asset Management advisor in Dana Point?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Clark Group Asset Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.