Steven Clark
Steven Clark is a CFP-designated registered investment advisor at Clark Financial Planning Services LLC, based in Parkland, FL, with 11 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 3 more.
Compensation
Firm Size
Number of Clients
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Fee Structure
Clark Financial Planning Services will provide investment recommendations to clients for meeting their stated financial objectives. Periodically, but no less than annually, Clark Financial Planning Services will review the client’s account(s) and make recommendations to the client of specific securities for rebalancing in the account(s) for their stated investment objectives. Clark Financial Planning Services will assist clients’ in implementing the firm’s recommendations in their investment account(s). The firm accepts only non-discretionary authority for placing trades in a client’s account and will always obtain the client’s consent before executing a trade.
Contact
Steven Clark
Location
Parkland, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clark Financial Planning Services LLC
State Registrations2 states
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Additional Information
About Steven Clark, CFP®, EA