Robert Clark
Advisor at Clark Company
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.
Advisor at Clark Company
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
Clark Company
Location
Annapolis, MD 21409
Credentials
CFP®, Series 63, Series 65
Industry experience
25 years
Robert Clark is a CFP® professional with 25 years of experience in financial advising. He has been the principal at Clark Company since 2017 and previously worked at National Planning Corporation for 12 years. In addition to his advisory work, Clark provides income tax preparation and fixed insurance services for clients. Clark Company offers asset and portfolio management, comprehensive wealth planning, and tax preparation for individuals, trusts, businesses, and employer-sponsored retirement plans. The firm employs customized investment strategies and generally operates on a primarily non-discretionary basis, combining investment advisory services with insurance and tax services.
Based on Clark Company
586 Bellerive Drive, Suite 2 B
Annapolis, MD 21409
Maryland
Clark Company
2017 - Present (9 years)
National Planning Corporation
2005 - 2017 (12 years)
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Is active or affiliated with:
Insurance agent
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Other specialized services
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Broker-dealer / trader
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Bank
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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.
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