Clark Miller (CRD# 2194418) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Larkspur, CA and has over 29 years of experience in the finance industry. Clark Miller 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | San Rafael, CA | Aug 2022 - Current | 1 |
| Wealth Enhancement Brokerage Services | Larkspur, CA | Aug 2022 - Current | 1 |
| Wealth Enhancement Group | Larkspur, CA | Aug 2022 - Current | 1 |
| Lpl Financial LLC | Larkspur, CA | Apr 2005 - Current | 19 |
| Titus Wealth Management | Larkspur, CA | Jan 2010 - Jul 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CA
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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