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 Securities, LLC||Austin, TX||Sep 2017 - Current||< 1|
|Pensionmark Financial Group,llc Dba/assure Financial Services Ll||Austin, TX||Sep 2015 - Current||2|
|Capfinancial Securities, LLC||Raleigh, NC||Sep 2015 - Sep 2017||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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management9,988MILLIONS
Total Number of Accounts3,170ACCOUNTS
Average Account Value$3,150,698
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY
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