Unclaimed
Colin Clark is a registered investment advisor representative for Global Retirement Partners LLC. Colin has been in the industry since 2005 and is registered in several states, including Virginia, Maryland, and the District of Columbia. Colin has a strong background in financial planning, retirement planning, and portfolio management. Colin provides investment advisory services to individuals, families, and businesses. Colin offers financial planning, retirement planning, and investment management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
11/16/2015 - Present
Global Retirement Partners LLC (MCLEAN VA)
VA
08/31/2010 - 12/05/2012
MML INVESTORS SERVICES, LLC (MCLEAN VA)
VA
11/24/2008 - 09/23/2010
FINANCIAL TELESIS INC (LEESBURG VA)
VA
05/30/2007 - 11/24/2008
PRINCOR FINANCIAL SERVICES CORPORATION (LEESBURG VA)
VA
02/09/2006 - 03/13/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (MCLEAN VA)
VA
06/29/2005 - 01/04/2006
WACHOVIA SECURITIES, LLC (ASHBURN VA)
AZ
02/10/1997 - 04/17/1997
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
IA
Issued 03/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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