Clark Evans (CRD# 6730301) is an Investment Advisor Representative working at Highline Wealth Partners in Solana Beach, CA and has over 7 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highline Wealth Partners | Sherman Oaks, CA | Oct 2023 - Current | < 1 |
| Hall Private Wealth Advisors | Solana Beach, CA | Aug 2016 - Oct 2023 | 7 |
| Unemployed | Solana Beach, CA | Sep 2015 - Jul 2016 | < 1 |
| Neyers Vineyards | St Helena, CA | Aug 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- CA
- TX
-
Total Assets Under Management494MILLIONS
-
Total Number of Accounts726ACCOUNTS
-
Average Account Value$679,985
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, TX
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