Kevin Clark, financial advisor Quakertown PA

Kevin Clark

CRD Number: 1971370
Current Firm: Brookstone Wealth Advisors, LLC

Kevin Clark (CRD# 1971370) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Quakertown, PA and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fairwater Workshops Onterio, Feb 2021 - Current 3
Retirement Wealth Advisors, Inc. Quakertown, PA Nov 2019 - Current 4
Kevin Clark Financial Management Quakertown, PA Mar 2003 - Current 21
Brookstone Capital Management Wheaton, IL Jan 2018 - Nov 2019 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
S65 NASAA Investment Advisors Law Examination Jan 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin T. Clark
Phone Number: 6306531400
Registered State(s):
  • AZ
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • 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, VT, WA, WI, WV, WY

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