Denita Clark, financial advisor Chino Hills CA

Denita Clark

CRD Number: 4171737
Current Firm: The Financial Architects Wealth Management LLC

Denita Clark (CRD# 4171737) is an Investment Advisor Representative working at The Financial Architects Wealth Management LLC in Chino Hills, CA and has over 23 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Chino Hills CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
 , financial advisor Chino Hills CA

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Jason Stein, financial advisor Chino Hills CA
Jason A. Stein
CRD# 6232434
Bluepoint Wealth Advisors
Company Name Location Dates Years
The Financial Architects Wealth Management LLC Chino Hills, CA Jul 2021 - Current 2
The Financial Architects Wealth Management LLC Chino Hills, CA Nov 2019 - Current 4
Denita Clark Sole Proprietor Dba The Financial Architects Chino Hills, CA May 2019 - Current 5
Covered California, California Health Exchange Sacramento, CA Jan 2016 - Current 8
Gradient Securities, LLC Arden Hills, MN Jun 2021 - Apr 2022 < 1
Transamerica Financial Advisors, Inc. Anaheim, CA Dec 2015 - Jun 2019 3
World Financial Group, Inc. Anaheim, CA Sep 2007 - Jun 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Denita R. Clark
Phone Number: 888-350-5396
Firm Website: https://www.thefawm.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $34,666
Compensation Options
  • A percentage of assets under your management
  • Other
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)
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.