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 5 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||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|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.