Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Clark is a financial advisor with over 20 years of experience in the industry. Stephen is registered with Dimensional Fund Advisors LP and has a Series 3, 7, 24, and 66 license. Stephen has worked at Dimensional Fund Advisors Inc. since April 2001.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
09/15/2006 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 03/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2013
Series 3 - National Commodity Futures Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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