Shawn Clark, financial advisor Tampa FL

Shawn Clark

CRD Number: 6723045
Current Firm: Continuum Advisory, LLC

Shawn Clark (CRD# 6723045) is an Investment Advisor Representative working at Continuum Advisory, LLC in Tampa, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Continuum Advisory, LLC Eagle, ID Nov 2022 - Current 1
Mosaic Financial Group Tampa, FL Oct 2019 - Current 4
Nightlight Church Tampa, FL Jul 2013 - Current 10
Kalos Management Alpharetta, GA Oct 2020 - Nov 2022 2
Kalos Capital, Inc. Alpharetta, GA Sep 2020 - Nov 2022 2
Pmb Capital Management Llc Dba Brookstone Financial Tampa, FL Dec 2016 - Oct 2020 3
Center Street Securities, Inc. Nashville, TN Oct 2016 - Sep 2020 3
Nightlight Church 8032 Deerwood Circle, FL Jul 2013 - Dec 2016 3
Barney's Motorcycle And Marine Tampa, FL Feb 2015 - Oct 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shawn Clark
Phone Number: 2084171933
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,292
    MILLIONS
  • Total Number of Accounts
    2,953
    ACCOUNTS
  • Average Account Value
    $437,585
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

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