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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Clark is an investment advisor representative with Brookstone Wealth Advisors, LLC and Reliant Investment Management. Kevin has been in the financial services industry since 1989 and has a broad range of experience, specializing in financial planning, investment management, and insurance. Kevin is a Chartered Financial Consultant and holds Series 6, 7, 24, and 63 licenses. Kevin is registered with the states of Arizona and Pennsylvania. Kevin has a strong track record of success and is committed to providing personalized financial advice to help his clients achieve their 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.
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.
1
2
PA
11/22/2019 - Present
Brookstone Wealth Advisors, LLC (QUAKERTOWN PA)
SD
03/14/2011 - 11/14/2012
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
PA
01/18/2006 - 03/15/2011
SAMMONS SECURITIES COMPANY, LLC (QUAKERTOWN PA)
MN
07/06/1999 - 02/10/2006
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
PA
06/08/1998 - 07/21/1999
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
CA
02/20/1997 - 05/07/1998
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
PA
03/15/1996 - 02/03/1997
INDEPENDENT FINANCIAL GROUP (PHOENIXVILLE PA)
NJ
08/04/1989 - 09/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/04/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 01/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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