Banner ClarkCRD 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.
St. Pete Financial Group
Commonwealth Financial Network
Financial Guidance Group, Inc.
|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|
Total Assets Under Management15MILLIONS
Total Number of Accounts45ACCOUNTS
Average Account Value$335,198
- 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
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