Unclaimed Profile

Robert John Clark

PROSPERITAS FINANCIAL, LLC·VALENCIA, California

Clean recordPROSPERITAS FINANCIAL, LLC

25060 AVENUE STANFORD, VALENCIA, CA 91355CRD# 7284518Firm CRD# 315768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert John Clark · VALENCIA, CA

Registration

CRD #7284518 · PROSPERITAS FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert John Clark is a registered financial advisor based in VALENCIA, California, affiliated with PROSPERITAS FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PROSPERITAS FINANCIAL, LLC

AUM

$392M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PROSPERITAS FINANCIAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7284518

Firm CRD# 315768

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert John Clark offer?

Robert John Clark specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VALENCIA, California for a consultation.

What are Robert John Clark's credentials?

Robert John Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert John Clark located?

Robert John Clark is based in VALENCIA, California, working with PROSPERITAS FINANCIAL, LLC. Their office serves clients in the VALENCIA metropolitan area and surrounding communities.

How does Robert John Clark charge for services?

Robert John Clark's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROSPERITAS FINANCIAL, LLC?

PROSPERITAS FINANCIAL, LLC has approximately 15 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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