J. Clark Financial, LLC
J. Clark Financial, LLC (CRD# 138909) is a financial advisory firm headquartered in Harrisburg, NC. They manage $7,801,406 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$278,622
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Joseph Clark (CRD# 2451845) is an Investment Advisor Representative working at J. Clark Financial, LLC in Harrisburg, NC and has over 23 years of experience in the finance industry. Joseph 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.