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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Benjamin Clark is a registered Investment Advisor Representative in California. Paul is currently employed by 1919 Investment Counsel, LLC and was previously employed by STIFEL, NICOLAUS & COMPANY, INCORPORATED and THOMAS WEISEL PARTNERS LLC. Paul holds Series 63, 65, 7, 52TO, 53 and SIE licenses. Paul has experience providing financial planning and portfolio management services for individuals, businesses, investment companies and pension plans. Paul is specialized in providing advisory services to clients in the following areas: Retirement planning, Asset allocation and investment strategies, Estate planning and tax planning. Paul has over 15 years of experience in the financial services industry.
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.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office services
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.
Asset-based fees for nondiscretionary model advice
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2
CA
12/14/2022 - Present
1919 Investment Counsel, LLC (San Francisco CA)
CA
06/24/2015 - 01/03/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
CA
03/01/2012 - 06/10/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
CA
03/14/2007 - 03/01/2012
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
IA
Issued 05/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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