Aaron ClarkCRD Number: 5346975
Current Firm: Raymond James & Associates, Inc.
Aaron Clark (CRD# 5346975) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Holland, MI and has over 6 years of experience in the finance industry.
|Raymond James & Associates, Inc.||Holland, MI||Feb 2013 - Current||4|
|West Michigan Community Bank||Hudsonville, MI||Oct 2011 - Jan 2013||1|
|West Ottawa Public Schools||Holland, MI||Apr 2011 - Nov 2011||< 1|
|Raymond James & Associates, Inc.||Holland, MI||Oct 2010 - Aug 2011||< 1|
|West Ottawa Public Schools||Holland, MI||Aug 2008 - Oct 2010||2|
|Fellowship Reformed Church||Holland, MI||Aug 2007 - Oct 2010||3|
|Hope College||Holland, MI||Aug 2003 - May 2008||4|
|Hilliard Lyons||Holland, MI||Sep 2006 - Aug 2007||< 1|
|Holland Public Schools||Holland, MI||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.