Roderick Clark
CRD Number: 1550212Current Firm: United Planners' Financial Services Of America A Limited Partner
Roderick Clark (CRD# 1550212) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 24 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners' Financial Services | Scottsdale, AZ | Jul 2015 - Current | 8 |
Indian Lake Schools Board Of Education | Lewiston, OH | Jun 2010 - Current | 13 |
Point Harbor, Inc. | Russells Point, OH | Jun 1995 - Current | 28 |
Clark Financial Group | Huntsville, OH | Jul 1986 - Current | 37 |
Roderick Clark Independent Insurance | Huntsville, OH | Jul 1986 - Current | 37 |
Jeff Vogel / Rick Clark Rental Property | Russells Point, OH | Mar 1993 - Feb 2020 | 26 |
Securities America, Inc. | Huntsville, OH | Nov 2014 - May 2015 | < 1 |
Sunset Financial Services Inc. | Kansas City, MO | Mar 2008 - Nov 2014 | 6 |
Clark Financial Group | Huntsville, OH | Mar 2004 - Nov 2014 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2001 |
S65 | NASAA Investment Advisors Law Examination | May 1999 |
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- OH
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Total Assets Under Management6,086MILLIONS
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Total Number of Accounts50,361ACCOUNTS
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Average Account Value$120,841
- A percentage of assets under your management
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