Gary Clark
Gary Clark is a registered investment advisor at Soar Financial LLC, based in Murfreesboro, TN, with 23 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 209 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
2602 Merchants Walk, Suite A, Murfreesboro, TN, 37128
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 ActivitiesSells Insurance
Gary owns Antietam Enterprise, LLC, a rental property, since 1996, and is a director at Clark & Clark Inc, a real estate company, since 2000. Gary also works as an insurance broker since 2007, brokering non-registered products and earning commissions, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Soar Financial LLC
American Trust Investment Services, INC.
American Trust Investment Services, INC.Broker
Previous Registrations
American Trust Investment Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Nationwide Securities, LLCBroker
Nationwide Securities, LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
Edward Jones
Edward JonesBroker
United Securities Alliance, INC.Broker
State Registrations4 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.