Oncenter Financial Advisors LLC

Oncenter Financial Advisors LLC (CRD# 168013) is a financial advisory firm headquartered in Beachwood, OH. They manage $36,852,026 in 92 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
400 Park Avenue, Suite 409, Beachwood, OH 44122
https://www.youtube.com/channel/ucauzxqqnflae1f8wl_vx10w
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $400,566
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Oncenter Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carol Clark, financial advisor Beachwood OH
Carol A. Clark
CRD#: 6207435
400 Park Avenue, Suite 409, Beachwood, OH 44122

Carol Clark (CRD# 6207435) is an Investment Advisor Representative working at Oncenter Financial Advisors LLC in Beachwood, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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