Azeb Clark
Azeb Clark is a registered investment advisor at DBA Tana Investment Advisors, based in San Francisco, CA, with 22 years of industry experience. Azeb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning, Socially Responsible Investing, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: $3,000 - $5,000, depending on the scope and depth of the engagement.
Location
One Embarcadero, Suite 1200, San Francisco, CA, 94111
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
Azeb is an independent insurance agent for various companies since 2010, spending a few hours per week on investment-related activities. She is also the owner/principal/advisory representative of Tana Investment Advisors and an advisory representative of CIRA, dedicating a significant amount of time to CIRA, and owns Baho Rentals.
Employment History
Current Registrations
DBA Tana Investment Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations10 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.