Joseph Clark, financial advisor Carmel CA
90 score

Joseph Clark

CRD Number: 6020101
Current Firm: Praetorian Guard, A Division Of Praetorian Wealth Management,inc

Joseph Clark (CRD# 6020101) is an Investment Advisor Representative working at Praetorian Guard, A Division Of Praetorian Wealth Management,inc in Carmel, CA and has 1 year of experience in the finance industry. Joseph Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Praetorian Wealth Management Inc. Carmel, CA Jul 2011 - Current 6
Us Army Arlington, VA Jul 2008 - Sep 2011 3
Us Army Gaithersburg, MD Jul 2007 - Jul 2008 1
Us Army Atlanta, GA Jun 2004 - Jul 2007 3

Joseph Clark has no recent exams reported.
Contact Info for Joseph P. Clark
Phone Number: 831-622-9600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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