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H clark Gaines jr

Almanack Investment Partners

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About H clark Gaines jr

Howard Clark Gaines Jr is a financial advisor registered in South Carolina with Almanack Investment Partners. Howard Clark Gaines Jr has over 10 years of experience in the financial services industry and is a licensed investment advisor representative. Prior to joining Almanack Investment Partners, Howard Clark Gaines Jr was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

H clark Gaines jr is currently registered with Almanack Investment Partners. Almanack Investment Partners, LLC is an investment advisor based in Wayne, Pennsylvania with approximately $802 million in regulatory assets under management. The firm provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, families, corporations, and charitable organizations. Almanack Investment Partners, LLC has 7 licensed agents and 13 investment advisor representatives.
Almanack Investment Partners

656 E SWEDESFORD ROAD

WAYNE, PA 19087

$802.19M

Assets Under Management

Not reported

Total Clients

16

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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H clark Gaines jr’s Registration & Firm History

PA

07/17/2023 - Present

Almanack Investment Partners (WAYNE PA)

LA

10/18/2012 - 01/07/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATON ROUGE LA)

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Licenses & Designations

BOTH

Issued 11/29/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for H clark Gaines jr.
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