Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Howard Clark is a financial advisor with Realta Investment Advisors, Inc., based in Wilmington, Delaware. Don has been in the financial services industry since 1993. Don is a registered investment advisor representative in Ohio. Don previously worked at Stuart Securities Corp., Brecek & Young Advisors, Inc., Donahue Securities, Inc., and MW Management Company. Don's current firm has offices in Wilmington, Delaware and Cincinnati, Ohio. Don's current firm, Realta Investment Advisors, Inc., is a registered investment advisor that provides advisory services to high-net-worth individuals, corporations, pension plans, and charitable organizations.
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
DE
08/03/2011 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
GA
10/24/2003 - 12/31/2005
STUART SECURITIES CORP. (NORCROSS GA)
CA
03/19/2001 - 11/20/2003
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OH
07/26/1999 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
06/21/1993 - 07/29/1999
MW MANAGEMENT COMPANY (EUCLID OH)
BC
Issued 05/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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