Gary Clark
Advisor at Soar Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Soar Financial LLC
Location
Hagerstown, MD
Credentials
Series 63, Series 66
Industry experience
23 years
About
Gary Clark is a financial advisor at Soar Financial LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Trust Investment Services, Eagle Strategies, and Nationwide Securities. Clark is also involved in insurance brokering outside of his advisory role. Soar Financial LLC provides investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolios with a focus on long-term strategies and serves as both discretionary and non-discretionary managers.
Client services
Based on Soar Financial LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Soar Financial LLC
Retirement plans for business owners (SEP, solo 401k)
Business sale tax planning
Active portfolio management
Options & derivatives strategies
Wealth management
Fee options
Financial planning fixed fees up to $3,000; ongoing financial consulting fees up to $12,000 annually.
$0 - $25,000: 2.00% annually $25,001 - $1,000,000: 2.00% annually $1,000,001 - $5,000,000: 1.50% annually $5,000,001+: 1.00% annually
Advisor representatives are registered representatives of a broker-dealer and may earn commissions on securities and insurance products.
Location
Hagerstown, MD
Most active in
Gary C has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Soar Financial LLC
2024 - Present (2 years)
American Trust Investment Services, Inc.
2023 - Present (3 years)
Eagle Strategies (NY Life)
2020 - 2023 (3 years)
NYLIFE Securities LLC
2020 - 2023 (3 years)
New York Life Insurance Company
2020 - 2024 (4 years)
Nationwide Securities, LLC
2008 - 2020 (12 years)
Sole Proprietor
2007 - Present (19 years)
Nationwide Financial Network
2007 - 2020 (13 years)
Clark & Clark Inc.
2000 - Present (26 years)
Antietam Enterprise, LLC
1996 - Present (30 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Catherine B
Series 63, Series 65
Sabillasville, MD
Bryan Investments, LLC
David C
Series 63, Series 65, Series 66
Hagerstown, MD
Legacy Investment Strategies, LLC
Cort M
Series 63, Series 66
Hagerstown, MD
Capital Investment Advisory Services, LLC
Scott T
Series 63, Series 65
Hagerstown, MD
CWM, LLC
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