Chrysantha Clark (CRD# 3031563) is an Investment Advisor Representative working at Chrys Financial Planning, LLC in Wyoming, OH and has over 10 years of experience in the finance industry. Chrysantha 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.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chrys Financial Planning, LLC | Lexington, KY | Jul 2022 - Current | 1 |
| Pillar Financial Advisors, LLC | Louisville, KY | Sep 2019 - Jul 2022 | 2 |
| Meridian Wealth Management, LLC | Lexington, KY | May 2015 - Sep 2019 | 4 |
| Tiaa | Lexington, KY | Dec 2014 - Apr 2015 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Lexington, KY | Dec 2014 - Apr 2015 | < 1 |
| Stone Fence Wealth Management Group, LLC | Lexington, KY | May 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- OH
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Total Assets Under Management11MILLIONS
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Total Number of Accounts60ACCOUNTS
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Average Account Value$181,160
- 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
OH
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