Christopher Clark, financial advisor Mission Viejo CA
93 score

Christopher Clark

CRD Number: 4598483
Current Firm: Cac Planning And Insurance Services

Christopher Clark (CRD# 4598483) is an Investment Advisor Representative working at Cac Planning And Insurance Services in Mission Viejo, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cac Planning And Insurance Services Mission Viejo, CA Apr 2017 - Current 1
Hippocratic Insurance Services Mission Viejo, CA Feb 2014 - Current 4
Chris A Clark Insurance Services Mission Viejo, CA Jul 2010 - Current 7
Chris Clark Invest. Advisor Dba For Integrated Advisors Network Mission Viejo, CA Oct 2016 - Dec 2016 < 1
Hippocratic Financial Advisors Mission Viejo, CA Nov 2013 - Oct 2016 2
Valmark Advisers, Inc. Akron, OH Feb 2014 - Mar 2015 1
Valmark Securities, Inc. Akron, OH Jan 2014 - Mar 2015 1
Larson Financial Securities, LLC Villa Park, CA Nov 2010 - Jan 2013 2
Larson Financial Group, LLC Villa Park, CA Nov 2010 - Jan 2013 2
Rivetti, Clark & Associates Glendora, CA Mar 2008 - Jul 2010 2
Centaurus Financial, Inc. Orange, CA Nov 2006 - Mar 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Christopher A. Clark
Phone Number: 626-905-1642
Registered State(s):
  • CA
Current Firm Details
Cac Planning And Insurance Services
Firm's CRD Number: 288197
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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