Douglas Clark (CRD# 4481973) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Lees Summit, MO and has over 25 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Buckingham Strategic Wealth, LLC | Clayton, MO | Jul 2023 - Current | < 1 |
| Madison Wealth Advisors, LLC | Lee Summit, MO | Dec 1998 - Jun 2023 | 24 |
| Soltys & Clark, Cpa LLC | Lee Summit, MO | Jan 2016 - Dec 2019 | 3 |
| Douglas F. Clark, Cpa, P.c. | Lee Summit, MO | Jun 2006 - Dec 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- MO
- TX
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Total Assets Under Management27,028MILLIONS
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Total Number of Accounts48,507ACCOUNTS
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Average Account Value$557,191
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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