Robert Clark
Robert Clark is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Huntersville, NC, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
8015 West Kenton Circle, Suite 105, Huntersville, NC, 28078
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert serves on the finance committee of Denver United Methodist Church as an auditor, overseeing church accounts. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker INC
Scott & Stringfellow, INC.Broker
Scott & Stringfellow, INC.
Scott & Stringfellow, INC.Broker
State Registrations22 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.