Brandon Clark (CRD# 7035559) is an Investment Advisor Representative working at The Clark Group Asset Management in Dana Point, CA and has over 5 years of experience in the finance industry. Brandon Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Clark Group Asset Management | Dana Point, CA | Aug 2019 - Current | 4 |
Bank Of America N.a. | Century City, CA | Dec 2018 - Aug 2019 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Century City, CA | Oct 2018 - Aug 2019 | < 1 |
William Morris Endeavor | Beverly Hills, CA | Mar 2017 - Aug 2018 | 1 |
Paradigm | Beverly Hills, CA | Jan 2017 - Feb 2017 | < 1 |
Uc San Diego | La Jolla, CA | Sep 2012 - Dec 2016 | 4 |
Hillcrest Country Club | Century City, CA | Jun 2014 - Aug 2016 | 2 |
Ucsd Administration Services | San Diego, CA | Apr 2015 - Jun 2016 | 1 |
Paradigm | Beverly Hills, CA | Jun 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- CA
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Total Assets Under Management245MILLIONS
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Total Number of Accounts657ACCOUNTS
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Average Account Value$373,583
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, GA, ID, IL, LA, MI, NC, NE, NH, NV, OR, TX, UT, WA
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