Banner Clark, financial advisor Saint Petersburg FL

Banner Clark

CRD Number: 6343176
Current Firm: Sagace Wealth Management

Banner Clark (CRD# 6343176) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 7 years of experience in the finance industry. Banner 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
Sagace Wealth Management LLC St Petersburg, FL Apr 2021 - Current < 1
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Mar 2021 2
Fidelity Brokerage Services, LLC Jacksonville, FL May 2014 - Mar 2021 6
Florida State University Tallahassee, FL Jan 2011 - May 2014 3
J.b. Coxwell Contractors Jacksonville, FL May 2013 - Aug 2013 < 1
Suddath Relocations Jacksonville, FL May 2012 - Jul 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2014
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Banner T. Clark
Phone Number: (727) 493-9700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $335,198
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
  • Other
Types of Clients
Registered States

FL

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