Advisor at Beckett Clark Private Wealth, LLC
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Firm
Beckett Clark Private Wealth, LLC
Location
Bethesda, MD 20814
Credentials
Series 65
Industry experience
3 years
Koby Clark is a financial advisor at Beckett Clark Private Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Archer Investment Corporation and Orion Consulting Inc. Beckett Clark Private Wealth advises individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management, comprehensive portfolio management, and retirement plan consulting. The firm uses a tailored investment approach that includes stocks, bonds, ETFs, mutual funds, options, municipal bonds, alternative investments, and cryptocurrency products, drawing on fundamental, technical, and cyclical analysis.
Based on Beckett Clark Private Wealth, LLC
Based on Beckett Clark Private Wealth, LLC
Flat fees range from $750 to $10,000.
$0 - $500,000: 1.0% $500,000.01 - $999,999: 0.75% $999,999.01+: 0.50%
Maximum hourly fee up to $250.
Account minimum: $100,000
4500 East West Highway, Ste. 150
Bethesda, MD 20814
Maryland
Beckett Clark Private Wealth, LLC
2025 - Present (1 year)
Archer Investment Corporation
2022 - 2025 (3 years)
Orion Consulting INC
2022 - 2022 (1 year)
Ups
2021 - 2022 (1 year)
Financial Advantage Associate
2021 - 2021 (1 year)
Minnesota Life Insurance Co
2021 - 2021 (1 year)
Securian Financial Services Inc
2021 - 2021 (1 year)
Amazon
2020 - 2021 (1 year)
My Wealthstore LLC
2020 - 2020 (1 year)
University of Maryland
2018 - 2021 (3 years)
Uncle Julio's
2018 - 2018 (1 year)
Dunkin Donuts
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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McQuade, Kathleen Mary
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