Robert Clark, financial advisor Grand Rapids MI
90 score

Robert Clark

CRD Number: 5996982
Current Firm: The Mutual Fund Store

Robert Clark (CRD# 5996982) is an Investment Advisor Representative working at The Mutual Fund Store in Grand Rapids, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tmfs Advisors, LLC Grand Rapids, MI Jul 2016 - Current < 1
Tmfs-grand Rapids, LLC Grand Rapids, MI May 2015 - Jun 2016 1
Robert Clark Stevensville, MI Aug 2013 - May 2015 1
Raymond James Financial Services Stevenville, MI Jul 2013 - May 2015 1
Raymond James Financial Services Advisors Inc. Stevensville, MI Jul 2013 - May 2015 1
Support Company Stevensville, MI Jul 2013 - May 2015 1
Principal Life Ins Co Ocala, FL Nov 2011 - Jul 2013 1
Princor Financial Services Corp Ocala, FL Nov 2011 - Jul 2013 1
Marion/service Roofing Ocala, FL Nov 2006 - Nov 2011 5
Mcelroy Metal Bossier City, FL May 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Robert E. Clark
Phone Number: 913-319-8100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    8,138
    MILLIONS
  • Total Number of Accounts
    69,645
    ACCOUNTS
  • Average Account Value
    $116,844
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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