Robin Clark (CRD# 5463722) is an Investment Advisor Representative working at Knox Wealth Partners Advisory in Lenoir City, TN and has over 16 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 4279406
Visionary Horizons, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knox Wealth Partners Advisory LLC | Knoxville, TN | Feb 2018 - Current | 6 |
| Lpl Financial, LLC | Knoxville, TN | Apr 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- TN
-
Total Assets Under Management177MILLIONS
-
Total Number of Accounts500ACCOUNTS
-
Average Account Value$353,869
- 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
CA, FL, GA, KY, NC, NJ, NY, OH, TN, VA
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