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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Forbes Clark is a financial advisor with The Colony Group, LLC. John has over 13 years of experience in the financial services industry. John holds the Series 7, 24, and 66 licenses and is a Certified Financial Planner and a Chartered Financial Analyst. John has experience working with high-net-worth individuals, families, businesses, and charitable organizations. John is also a member of the board of directors for the CFA Society of Naples. John has a strong commitment to providing personalized financial advice to help clients achieve their financial goals.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
FL
12/02/2013 - Present
THE Colony Group, LLC (NAPLES FL)
FL
01/19/2010 - 09/30/2013
UBS FINANCIAL SERVICES INC. (NAPLES FL)
FL
12/08/2006 - 12/31/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
BOTH
Issued 03/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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