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Raymond Musset Clark

PACHIRA INVESTMENTS, INC.·DANA POINT, California
Series 7, Series 63, Series 6525 years registeredPACHIRA INVESTMENTS, INC.
24941 DANA POINT HARBOR DRIVE, DANA POINT, CA 92629CRD# 1009242Firm CRD# 164405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond Musset Clark · DANA POINT, CA
Registration
CRD #1009242 · PACHIRA INVESTMENTS, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

THE CLARK GROUP ASSET MANAGEMENT
Oct 2012 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Nov 2005 – Oct 2012
SHERMAN OAKS, CA
DEUTSCHE BANK SECURITIES INC.
Jun 2001 – Nov 2005
LOS ANGELES, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 18, 2001
Years registered · 25
03

Disclosure History

1993Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PACHIRA INVESTMENTS, INC.
CRD 164405 · SEC 801-77136
AUM
$245M
Regulatory assets under management
Employees
5
657 client accounts
Services offered by PACHIRA INVESTMENTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PACHIRA INVESTMENTS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Raymond Musset Clark offer?
Raymond Musset Clark specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DANA POINT, California for a consultation.
What are Raymond Musset Clark's credentials?
Raymond Musset Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Musset Clark located?
Raymond Musset Clark is based in DANA POINT, California, working with PACHIRA INVESTMENTS, INC.. Their office serves clients in the DANA POINT metropolitan area and surrounding communities.
How does Raymond Musset Clark charge for services?
Raymond Musset Clark's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACHIRA INVESTMENTS, INC.?
PACHIRA INVESTMENTS, INC. has approximately 5 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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DANA POINT, CA

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