Christopher Clark
Christopher Clark is a registered investment advisor at Chris A. Clark Insurance Services, LLC, based in Franklin, TN, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 10 clients.
Compensation
Firm Size
IM Fee
Fee Structure
CAC Planning and Insurance Services offers financial planning and consulting services for a fixed fee, typically ranging from $2,400 to $6,000, depending on the specific arrangement and complexity. Fees are negotiable.
Location
Franklin, TN
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Regulatory History (1)
Regulatory
June 2023Other Business ActivitiesSells Insurance
Christopher is a California insurance agent for various insurance companies since 2008, dedicating a significant portion of his time (up to 60%). He also founded the CC Advisor Group and The Doctor Team programs in 2018 to help physicians with their financial health, spending up to 40% of his time on this endeavor.
Employment History
Current Registrations
Chris A. Clark Insurance Services, LLC
Previous Registrations
Hippocratic Financial Advisors
Cac Planning and Insurance Services
Integrated Advisors Network LLC
Hippocratic Financial Advisors
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Hippocratic Financial Advisors
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
AXA Advisors, LLCBroker
State Registrations2 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.