Danny Clark
Danny Clark is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lakeland, FL, with 39 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
1643 Williamsburg Square Ste. 107, Lakeland, FL, 33803
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Danny is an independent insurance agent for various companies through Florida Fiduciary, dedicating a few hours per week. He also works as an advisory representative of a RIA through CIRA and as a financial professional utilizing a DBA name through DH Clark LLC, both full-time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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