Kiara Clark, financial advisor Mentor OH

Kiara Clark

CRD Number: 7298095
Current Firm: Cetera Investment Advisers LLC

Kiara Clark (CRD# 7298095) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mentor, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2024 - Current < 1
Cetera Advisors LLC St Cloud, MN Nov 2022 - Current 1
Regano Financial Servicse Mentor, OH Sep 2020 - Current 3
Cetera Advisors St Cloud, MN Sep 2020 - Nov 2022 2
Doordash Willoughby, OH Apr 2020 - Dec 2021 1
Curtiss-wright Brecksville, OH Jan 2021 - May 2021 < 1
Ross Dress For Less Mentor, OH Oct 2020 - Dec 2020 < 1
Brown Gibbons Lang & Co Cleveland, OH Feb 2020 - Aug 2020 < 1
Cleveland State University Admissions Office Cleveland, OH Nov 2019 - Feb 2020 < 1
Bj's Wholesale Club Willoughby, OH Feb 2019 - Aug 2019 < 1
Willoughby Eastlake City Schools Willoughby, OH Oct 2012 - May 2019 6
Lost Nation Sports Park Willoughby, OH Aug 2017 - Apr 2019 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2023
Contact Info for Kiara T. Clark
Phone Number: 310-257-7880
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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