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John Richard Clark

WAYPOINTS FINANCIAL, LLC·SEBRING, Florida
Unclaimed Profile
149 EAST CENTER AVENUE, SEBRING, FL 33870CRD# 2139449Firm CRD# 157494
01

About

John Richard Clark is a registered financial advisor based in SEBRING, Florida, affiliated with WAYPOINTS FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WAYPOINTS FINANCIAL, LLC
WAYPOINTS FINANCIAL
AUM
$115M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WAYPOINTS FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2139449
Firm CRD# 157494
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Richard Clark offer?
John Richard Clark specializes in Financial Planning, Investment Management. Contact their office in SEBRING, Florida for a consultation.
What are John Richard Clark's credentials?
John Richard Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Richard Clark located?
John Richard Clark is based in SEBRING, Florida, working with WAYPOINTS FINANCIAL, LLC. Their office serves clients in the SEBRING metropolitan area and surrounding communities.
How does John Richard Clark charge for services?
John Richard 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 WAYPOINTS FINANCIAL, LLC?
WAYPOINTS FINANCIAL, LLC has approximately 6 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SEBRING
John William Swaine — SECOND HALF FINANCIAL PARTNERS, LLCGeorge David Leidel — SECOND HALF FINANCIAL PARTNERS, LLCMichael Donald Fitch — SECOND HALF FINANCIAL PARTNERS, LLCThomas Scott Crutchfield — WAYPOINTS FINANCIAL, LLCVictor Jason Divietro — WAYPOINTS FINANCIAL, LLC
Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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