Denita Clark (CRD# 4171737) is an Investment Advisor Representative working at The Financial Architects Wealth Management LLC in Chino Hills, CA and has over 23 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
The Financial Architects Wealth Management LLC | Chino Hills, CA | Jul 2021 - Current | 2 |
The Financial Architects Wealth Management LLC | Chino Hills, CA | Nov 2019 - Current | 4 |
Denita Clark Sole Proprietor Dba The Financial Architects | Chino Hills, CA | May 2019 - Current | 5 |
Covered California, California Health Exchange | Sacramento, CA | Jan 2016 - Current | 8 |
Gradient Securities, LLC | Arden Hills, MN | Jun 2021 - Apr 2022 | < 1 |
Transamerica Financial Advisors, Inc. | Anaheim, CA | Dec 2015 - Jun 2019 | 3 |
World Financial Group, Inc. | Anaheim, CA | Sep 2007 - Jun 2019 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2000 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts22ACCOUNTS
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Average Account Value$51,818
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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