Unclaimed Profile

Robert Liddell Clark

DESTINY WEALTH PARTNERS, LLC·TAVARES, Florida

SIE, Series 6, Series 7, Series 63CFPClean record26 years registeredDESTINY WEALTH PARTNERS, LLC

2100 LAKE EUSTIS DR., TAVARES, FL 32778CRD# 4191125Firm CRD# 171346

Profile Verification

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

Identity

Robert Liddell Clark · TAVARES, FL

Registration

CRD #4191125 · DESTINY WEALTH PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

DESTINY FAMILY OFFICE

Oct 2025 – present

DESTINY WEALTH PARTNERS, LLC

Aug 2017 – present

CWM, LLC

Jul 2018 – Jul 2020

Winter Park, FL

RUGGIE WEALTH MANAGEMENT

Aug 2017 – Jan 2021

TAVARES, FL

INDEPENDENT FINANCIAL PARTNERS

Oct 2009 – May 2017

ORLANDO, FL

LPL FINANCIAL LLC

Jun 2004 – Apr 2011

ORLANDO, FL

WS GRIFFITH SECURITIES, INC.

Jun 2000 – Jun 2004

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · June 15, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DESTINY WEALTH PARTNERS, LLC

CRD 171346 · SEC 801-79789

AUM

$997M

Regulatory assets under management

Employees

3,086 client accounts

Services offered by DESTINY WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DESTINY WEALTH PARTNERS, LLC →

Introduction

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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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