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Daniel Clark

Solidarity Wealth, LLC

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About Daniel Clark

Daniel Clark is an Investment Advisor Representative registered with Solidarity Wealth, LLC. Daniel is a licensed professional with several years of experience in the financial services industry. Daniel is passionate about helping individuals and families achieve their financial goals. Daniel has Series 6, 7, 63, and 65 securities licenses and the SIE. Daniel has a strong track record of success in providing financial advice and investment management services.

Firm Information

Daniel Clark is currently registered with Solidarity Wealth, LLC. Solidarity Wealth, LLC is an investment advisor based in Lehi, UT. They have 9 investment advisor representatives and 4 licensed agents. The firm advises high-net-worth individuals and individuals other than high-net-worth, managing $627,846,624 in regulatory assets under management. Their services include financial planning and portfolio management for individuals.
Solidarity Wealth, LLC

3600 N OUTLET PARKWAY

LEHI, UT 84043

$627.85M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Clark’s Registration & Firm History

UT

03/18/2022 - Present

Solidarity Wealth, LLC (LEHI UT)

UT

04/26/2022 - 01/03/2023

M. S. HOWELLS & CO. (LEHI UT)

UT

07/02/2012 - 08/03/2021

WELLS FARGO CLEARING SERVICES, LLC (PARK CITY UT)

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Licenses & Designations

IA

Issued 07/31/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/29/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Clark.
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