Sheldon Clark
Sheldon Clark is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clearwater, FL, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2531 Landmark Drive, Suite 201, Clearwater, FL, 33761
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Sheldon is a partner in 3104 Northwood Office Park LLC, which owns the office condo where his RJFS business is conducted, and the admin manager of Klingel Brother LLC, which owns term life policies on the owners. He also owns Tampa Bay Financial Planning, a support company.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations38 states
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