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Robert Liddell Clark

DESTINY WEALTH PARTNERS, LLC·TAVARES, Florida
CFPSeries 7Series 6Series 63SIE
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2100 LAKE EUSTIS DR., TAVARES, FL 32778CRD# 4191125Firm CRD# 171346
01

About

Robert Liddell Clark is a registered financial advisor based in TAVARES, Florida, affiliated with DESTINY WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
DESTINY WEALTH PARTNERS, LLC
DESTINY WEALTH PARTNERS, LLC
AUM
$997M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at DESTINY WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: FLAT FEE
Regulatory
SEC/IARD CRD# 4191125
Firm CRD# 171346
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Liddell Clark offer?
Robert Liddell Clark specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TAVARES, Florida for a consultation.
What are Robert Liddell Clark's credentials?
Robert Liddell Clark holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Liddell Clark located?
Robert Liddell Clark is based in TAVARES, Florida, working with DESTINY WEALTH PARTNERS, LLC. Their office serves clients in the TAVARES metropolitan area and surrounding communities.
How does Robert Liddell Clark charge for services?
Robert Liddell Clark's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DESTINY WEALTH PARTNERS, LLC?
DESTINY WEALTH PARTNERS, LLC has approximately 21 employees and manages $997M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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