AC
AC

Adam R Clark

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$50K
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Location

620 South Main Street, Bountiful, UT, 84010

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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 ActivitiesSells Insurance

Adam works as a financial advisor for Summit Global Investments LLC and Summit Global Private Wealth since August 2023. He also owns Clark Consulting and Mentoring LLC since 2016, provides coaching services since August 2023, and has been an agent for non-variable insurance since 2018.

Employment History
Current Registrations
Equity Services, INC.
August 2025 - Present · 6 mos
Equity Services, INC.Broker
August 2025 - Present · 6 mos
Summit Global Investments, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
December 2023 - September 2025 · 1 yr 9 mos
Transamerica Financial Advisors, INC.
December 2021 - September 2023 · 1 yr 9 mos
Transamerica Financial Advisors, INCBroker
March 2021 - September 2023 · 2 yrs 6 mos
State Registrations18 states
AZCAGAIDLAMAMIMNMONENHNVOKORTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.