Richard Clark (CRD# 5021472) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Pittston, PA and has over 18 years of experience in the finance industry. Richard 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# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
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 |
|---|---|---|---|
| Lpl Financial LLC | Berwyn, PA | Jun 2024 - Current | < 1 |
| Jacobi Capital Management, LLC | Berwyn, PA | Jun 2024 - Current | < 1 |
| Penn Mutual Life Ins Co | Horsham, PA | Dec 2011 - Current | 12 |
| Pillar Wealth Advisors, LLC | Conshohocken, PA | Dec 2011 - Current | 12 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Dec 2011 - Jun 2024 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- PA
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Total Assets Under Management1,692MILLIONS
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Total Number of Accounts5,591ACCOUNTS
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Average Account Value$302,709
- A percentage of assets under your management
- Hourly charges
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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