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Financial ADVSR advisor directory · SEC adviser records

The Clark Group Asset Management financial advisors in California

Every SEC-registered investment adviser representative at a The Clark Group Asset Management office in California, by city and A to Z.

The short answer

3 registered advisors work at The Clark Group Asset Management in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Dana Point (3). 2 list the CFP designation and 0 are also registered broker representatives.

The Clark Group Asset Management advisors by city in California

Every firm in California →

Dana Point 3

The Clark Group Asset Management advisors in California, A to Z

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

Questions

How many The Clark Group Asset Management financial advisors are in California?

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

Where in California does The Clark Group Asset Management have the most advisors?

Dana Point, with 3. The Clark Group Asset Management has advisors in 1 city in California.

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

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.