John Clark
John Clark is a registered investment advisor at Pathfinder Finance and Insurance Solutions, based in Irvine, CA, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Pathfinder Finance and Insurance Solutions does not charge a separate fee for referring you to Wells Fargo. Wells Fargo pays Pathfinder Finance and Insurance Solutions a percentage of the fee that they charge you based on their fee schedule. Pathfinder Finance and Insurance Solutions is paid its share of the fee, quarterly in arrears, after Wells Fargo has received its fee.
Location
100 Spectrum Center Dr, Suite 900, Irvine, CA, 92618
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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
John is a licensed insurance agent, a licensed Certified Public Accountant, and works at Pathfinder Senior Care Consulting.
Employment History
Current Registrations
Pathfinder Finance and Insurance Solutions
Previous Registrations
Seniorcarecounseling.com
State Registrations1 state
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.