Taylor Clark, financial advisor Austin TX
90 score

Taylor Clark

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pensionmark Financial Group,llc Dba/assure Financial Services Ll Austin, TX Sep 2015 - Current 1
Capfinancial Securities, LLC Raleigh, NC Sep 2015 - Current 1
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
Contact Info for Taylor M. Clark
Phone Number: 888-201-5488
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    8,080
    MILLIONS
  • Total Number of Accounts
    2,545
    ACCOUNTS
  • Average Account Value
    $3,174,995
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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