Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Clark is a financial advisor with Avantax Investment Services, Inc. Robert has been in the industry since 1988. He is registered with the state of California and has a Series 6, Series 22, and SIE license. Robert has experience working with several firms, including CETERA ADVISOR NETWORKS LLC, PENSION PLANNERS SECURITIES, INC., and VERITRUST FINANCIAL, LLC. Robert is currently located at the Avantax Investment Services, Inc. office in Chico, California.
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.
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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2
CA
12/16/2015 - Present
Avantax Investment Services, Inc. (Chico CA)
CA
08/13/2008 - 01/08/2016
CETERA ADVISOR NETWORKS LLC (CHICO CA)
CA
08/05/2004 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (CHICO CA)
TX
04/22/2002 - 08/11/2004
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
01/03/1991 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
TX
04/13/1988 - 12/14/1990
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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