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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew Clark is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with XML Financial Group in Bethesda, MD and has a series of licenses and registrations which includes Series 7, 9, 10, 63, and 65. David Andrew Clark specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. He provides a range of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. He also offers educational seminars to help clients better understand their financial options. David Andrew Clark has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and guidance to each of his clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MD
09/01/2021 - Present
XML Financial Group (Bethesda MD)
MD
04/18/2008 - 09/07/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BETHESDA MD)
MD
09/13/2000 - 04/18/2008
WACHOVIA SECURITIES, LLC (BETHESDA MD)
FL
01/04/1999 - 08/23/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
05/23/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 07/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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