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Justin Gregory Clark

Tiller Private Wealth, Inc.

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About Justin Gregory Clark

Justin Clark is a financial advisor with Tiller Private Wealth, Inc. Justin has been in the industry for more than 15 years and holds a Series 6 and Series 63 license. Justin is also a Certified Financial Planner. Justin has worked for several firms in the past including Equity Services, Inc., PNC Investments, Santander Securities LLC, LPL Financial LLC and Wells Fargo Advisors, LLC. Justin's areas of specialization include Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers.

Firm Information

Justin Clark is currently registered with Tiller Private Wealth, Inc.. Tiller Private Wealth, Inc. is a registered investment advisor headquartered in Bethlehem, Pennsylvania. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. The firm has 2 licensed agents and 5 investment advisor representatives and manages approximately $590,696,915 in regulatory assets.
Tiller Private Wealth, Inc.

1412 WALTER STREET

BETHLEHEM, PA 18015

$590.70M

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Justin Clark’s Registration & Firm History

PA

02/21/2023 - Present

Tiller Private Wealth, Inc. (BETHLEHEM PA)

PA

01/25/2019 - 02/03/2023

EQUITY SERVICES, INC. (MEDIA PA)

PA

08/21/2013 - 11/07/2018

PNC INVESTMENTS (RADNOR PA)

PA

09/19/2012 - 07/31/2013

SANTANDER SECURITIES LLC (DOUGLASSVILLE PA)

PA

12/06/2010 - 09/19/2012

LPL FINANCIAL LLC (DOUGLASSVILLE PA)

PA

03/07/2007 - 03/05/2010

WELLS FARGO ADVISORS, LLC (ST. DAVIDS PA)

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Licenses & Designations

BC

Issued 04/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Gregory Clark.
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