MC
CFP
MC
CFP

Michael Clark

18 Years of Experience
Orlando, FL
Broker

Michael Clark is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

720 Rugby Street, Suite 200, Orlando, FL, 32804

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Michael is a board member of AdventHealth Cancer Institute since 2020, dedicating minimal time. He also owns Clark Retirement Consulting LLC, used to process 1099s from branch activities, and dedicates minimal time to this as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2011 - Present · 15 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
401kapow
April 2012 - December 2015 · 3 yrs 8 mos
Raymond James & Associates, INC.
August 2008 - February 2011 · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
March 2008 - February 2011 · 2 yrs 11 mos
State Registrations12 states
COFLGAIDKYMNNCOHOKORSCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.