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Robert Clark

Destiny Wealth Partners, LLC

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About Robert Clark

Robert Clark is a financial advisor at Destiny Wealth Partners, LLC. Robert has over 20 years of experience in the financial services industry. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, and 63 licenses. Robert's areas of expertise include financial planning, portfolio management, and retirement planning. Robert is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals. Robert is also an independent insurance agent and has been in the industry since 2001.

Firm Information

Robert Clark is currently registered with Destiny Wealth Partners, LLC. Destiny Wealth Partners, LLC is an investment advisory firm located in Tavares, Florida. The firm provides financial planning, pension consulting, and portfolio management for individuals, families, and businesses. They have approximately $996,817,259 in regulatory assets under management and manage assets for high-net-worth individuals and individuals other than high-net-worth. They also offer wrap fee program participation.
Destiny Wealth Partners, LLC

2100 LAKE EUSTIS DR.

TAVARES, FL 32778

$996.82M

Assets Under Management

26

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Flat fee

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Robert Clark’s Registration & Firm History

FL

06/12/2020 - Present

Destiny Wealth Partners, LLC (TAVARES FL)

FL

06/04/2004 - 06/06/2017

LPL FINANCIAL LLC (ORLANDO FL)

CT

06/14/2000 - 06/09/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 03/17/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/13/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Clark.
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