Taylor ClarkCRD Number: 5891533
Current Firm: Pensionmark Financial Group, LLC
Taylor Clark (CRD# 5891533) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Austin, TX and has over 6 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Pensionmark Financial Group,llc Dba/assure Financial Services Ll||Austin, TX||Sep 2015 - Current||2|
|Capfinancial Securities, LLC||Raleigh, NC||Sep 2015 - Current||2|
|Independent Financial Partners||Austin, TX||May 2014 - Sep 2015||1|
|Lpl Financial||Austin, TX||Mar 2014 - Sep 2015||1|
|Pensionmark Retirement Group||Austin, TX||Mar 2014 - Mar 2014||< 1|
|Axa Advisors, LLC||New York, NY||Aug 2011 - Mar 2014||2|
|Rent A Frog||Fort Worth, TX||Oct 2010 - Aug 2011||< 1|
|Texas Christian University||Fort Worth, TX||Aug 2007 - May 2011||3|
|Movie Tavern||Fort Worth, TX||Jun 2010 - Oct 2010||< 1|
|Sharon Smith, P.c.||Bedford, TX||Dec 2008 - May 2009||< 1|
|Cedar Park High School||Cedar Park, TX||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management8,080MILLIONS
Total Number of Accounts2,545ACCOUNTS
Average Account Value$3,174,995
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, FL, GA, HI, ID, IN, MD, ME, MN, MO, MT, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA
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