James Clark (CRD# 2088728) is an Investment Advisor Representative working at Avantax Advisory Services in Detroit, MI and has over 31 years of experience in the finance industry. James 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# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Health Insurance | Detroit, MI | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Detroit, MI | Aug 2018 - Current | 5 |
| Avantax Advisory Services | Detroit, MI | Aug 2018 - Current | 5 |
| Avantax Insurance Agency, LLC | Detroit, MI | Aug 2018 - Current | 5 |
| Rental Property | Detroit, MI | Mar 2008 - Current | 16 |
| Clark Financial Services LLC | Detroit, MI | Dec 2006 - Current | 17 |
| Hd Vest Advisory Services | Detroit, MI | Jul 2010 - Jun 2018 | 7 |
| Hd Vest Investment Services | Detroit, MI | Dec 2009 - Jun 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2001 |
- MI
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
- Other
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