Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Clark is a financial advisor with over 17 years of experience in the industry. Philip currently works with Cetera Investment Advisers LLC, a firm with over 100 billion dollars in assets under management. Previously, Philip has worked with Avantax Investment Services, Inc., 1st Global Capital Corp., and Raymond James & Associates, Inc., among other firms. Philip is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses and designations including the Series 6, 7, 63, and 66 licenses as well as the Certified Financial Planner (CFP) designation. Philip specializes in providing financial planning, investment management, and insurance services to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
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
FL
10/30/2023 - Present
Cetera Investment Advisers LLC (CLEARWATER FL)
CA
10/25/2019 - 11/03/2023
AVANTAX INVESTMENT SERVICES, INC. (WOODLAND HILLS CA)
CA
04/04/2018 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (PASADENA CA)
FL
01/14/2014 - 04/05/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
07/20/2009 - 01/14/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/19/2008 - 05/01/2009
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
08/16/2006 - 04/29/2008
WACHOVIA SECURITIES, LLC (LARGO FL)
BOTH
Issued 9/1/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 8/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Clark is the right advisor for you? Invested Better is here to help.
