![Justin Clark, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
Justin Clark (CRD# 4932610) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Frisco, TX and has over 18 years of experience in the finance industry. Justin 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.
![Amy Abens, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
CRD# 6909749
Fidelity Personal And Workplace Advisors
![Heath Abernathy, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
CRD# 2785474
Osaic Wealth, Inc.
![Jason Abernethy, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
CRD# 2936618
Fisher Investments
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Financial Specialists LLC | Schaumburg, IL | Oct 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Oct 2023 - Current | < 1 |
Osaic Wealth, Inc. | Dallas, TX | Sep 2023 - Oct 2023 | < 1 |
Sagepoint Financial, Inc. | Poteau, OK | Jan 2009 - Sep 2023 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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.