Diane Clark, financial advisor Stuart FL
96 score

Diane Clark

CRD Number: 1935361
Current Firm: Planmember Securities Corporation

Diane Clark (CRD# 1935361) is an Investment Advisor Representative working at Planmember Securities Corporation in Stuart, FL and has over 12 years of experience in the finance industry. Diane 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.

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Professional Designations
Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Jul 2008 - Current 8
Eldercare Transition Services, Inc. Stuart , FL Jun 2001 - Current 15
Clark Insurance Agency Palmcity, FL Jul 1986 - Current 30
Southern Florida Productions, Inc. Palm City, FL Jul 2015 - Nov 2015 < 1
Treasure Coast Life Coaches Palm City, FL Jan 2012 - Nov 2013 1
Gwn Securities, Inc. Palm Beach Gardens, FL Feb 2004 - Jul 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for Diane B. Clark
Phone Number: 805-684-1199
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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