Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Clinton Clark is a financial advisor at BIP Wealth, LLC. He has a Certified Financial Planner designation and is registered with the state of Georgia as an Investment Advisor Representative. James has been in the financial services industry since June 2019, and has a strong background in financial planning, portfolio management, and educational seminars. BIP Wealth, LLC is a Registered Investment Advisor with approximately $1 billion - $10 billion in assets under management. The firm serves individuals, high-net-worth individuals, corporations, 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.
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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GA
05/22/2023 - Present
BIP Wealth, LLC (ATLANTA GA)
IA
Issued 03/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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