Andrea Clark (CRD# 6895668) is an Investment Advisor Representative working at The Table Financial Planning LLC in Fountain Hills, AZ and has over 6 years of experience in the finance industry. Andrea 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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Table Financial Planning LLC | Andover, KS | Nov 2017 - Current | 6 |
| Zeiders Enterprises | Woodbridge, VA | Sep 2012 - Jan 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- AZ
- CA
- IA
- TX
- VA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts217ACCOUNTS
-
Average Account Value$115,221
- 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
- Educational seminars/workshops
AZ, CA, IA, TX, VA
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