Michael Clark, financial advisor Irvine CA

Michael Clark

CRD Number: 2389845
Current Firm: West Wealth Group, LLC

Michael Clark (CRD# 2389845) is an Investment Advisor Representative working at West Wealth Group, LLC in Irvine, CA and has over 30 years of experience in the finance industry. Michael 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.

Similar Advisors
Daniel Horgan, financial advisor Irvine CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Irvine CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Richard Jensen, financial advisor Irvine CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Professional Designations
Company Name Location Dates Years
West Wealth Group, LLC Irvine, CA Sep 2021 - Current 2
Cooper Mcmanus Indian Wells, CA Jan 2000 - Current 24
Securities America, Inc. Torrance, CA Feb 1998 - Jul 2017 19
Official Quote Insurance Services, LLC El Segundo, CA Dec 2004 - Dec 2016 12
M Clark Financial El Segundo, CA Jan 1998 - May 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S66 NASAA Uniform Combined State Law Examination Jun 2000
Contact Info for Michael R. Clark
Phone Number: 949-682-9105
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    285
    MILLIONS
  • Total Number of Accounts
    1,707
    ACCOUNTS
  • Average Account Value
    $167,021
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, ID, LA, MO, MT, NV, OR, PA, TX, WA

Ready to hire a financial advisor? Get competitive proposals from Michael Clark and other advisors.
BADGES

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.