DC
DC

Daniel Clark

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
195 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$627.8M

Fee Structure

Financial Planning:Investment management only
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Location

3600 N Outlet Parkway, Suite 200, Lehi, UT, 84043

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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.

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Other Business Activities

Daniel is a limited partner in PREP, a non-investment related entity in Park City, UT, since May 2013. This is a passive investment with no duties.

Employment History
Current Registrations
Solidarity Wealth, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
M. S. Howells & CO.Broker
April 2022 - January 2023 · 9 mos
Kera Capital Partners
August 2021 - March 2022 · 7 mos
Wells Fargo Clearing Services, LLC
August 2012 - August 2021 · 9 yrs
Wells Fargo Clearing Services, LLCBroker
July 2012 - August 2021 · 9 yrs 1 mo
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.