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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 Mckenzie Clark is an investment advisor representative with Global Retirement Partners LLC, a registered investment advisor firm with offices in Walnut Creek and San Rafael, California. John has been in the financial services industry since 2005 and has a wide range of experience providing financial advice to individuals, families, and businesses. He is licensed to provide investment advice in California, Oregon, and Texas. John is dedicated to helping clients reach their financial goals and is committed to providing personalized service.
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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CA
02/22/2018 - Present
Global Retirement Partners LLC (Walnut Creek CA)
CA
11/30/2010 - 12/23/2019
LPL FINANCIAL LLC (WALNUT CREEK CA)
CA
04/04/2011 - 04/08/2015
HEFFERNAN SECURITIES, LLC (SAN FRANCISCO CA)
CA
02/14/2008 - 11/30/2010
NRP FINANCIAL, INC. (SAN FRANCISCO CA)
CA
03/09/2005 - 01/11/2008
ING FINANCIAL ADVISERS, LLC (PLEASANTON CA)
IA
Issued 10/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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