Robert Clark (CRD# 47833) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Cumberland Foreside, ME and has over 33 years of experience in the finance industry.
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6528663
Ubs Financial Services Inc.
CRD# 5157367
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seacrest Wealth Management, LLC | Purchase, NY | Oct 2015 - Current | 8 |
| Oppenheimer & Company Inc. | New York, NY | Jan 2003 - Oct 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1990 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- ME
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Total Assets Under Management1,283MILLIONS
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Total Number of Accounts3,836ACCOUNTS
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Average Account Value$334,434
- A percentage of assets under your management
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