Philip Clark
Philip Clark is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Richmond, VA, with 19 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
530 East Main St, Ste 320, Richmond, VA, 23219
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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 ActivitiesSells Insurance
Philip owns Prospera Wealth Partners, a financial and investment consulting business, and Clark Wealth Planning, a DBA for financial services. He also works as an insurance agent selling fixed insurance products and serves as treasurer for the non-profit Florida 2026, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Spc Financial INC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Eagle Fund Distributors, INC.Broker
Wachovia Securities, LLCBroker
State Registrations15 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.