Mark Clark
Mark Clark is a CFP-designated registered investment advisor at Prestige Advisors INC., based in Sarasota, FL, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Prestige Advisors offers financial planning and consulting services for a fixed fee ranging from $1,500 to $50,000. The fee is determined by multiplying the anticipated number of hours by $300 per hour and is due at the start of the relationship.
Location
6710 Professional Parkway West, Suite 305, Sarasota, FL, 34240
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2010Customer Dispute
March 2009Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Mark is the Managing Member of Prestige Planning, LLC, a risk management agency focused on fixed insurance, property, and casualty, dedicating nearly full-time hours to it. He also serves as an Advisory Board Member for the Lakewood Ranch Community Foundation, spending minimal time reviewing grant applications.
Employment History
Current Registrations
Prestige Advisors INC.
Previous Registrations
Legacy Financial Advisors, INC.
Wealth Planning and Design LLC
Nepsis Advisor Services, INC.
Nepsis Capital Management, INC.
Girard Securities, INC.
Qa3 Financial LLC
State Registrations1 state
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.