Unclaimed Profile

George Thomas Clarke

U.S. FINANCIAL ADVISORS, LLC·BRAINTREE, Massachusetts

SIE, Series 7, Series 27, Series 66PFSClean record14 years registeredU.S. FINANCIAL ADVISORS, LLC

30 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184CRD# 4177313Firm CRD# 108763

Profile Verification

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

Identity

George Thomas Clarke · BRAINTREE, MA

Registration

CRD #4177313 · U.S. FINANCIAL ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

GREAT VALLEY ADVISOR GROUP, LLC

Mar 2023 – present

U.S. FINANCIAL ADVISORS

Oct 2011 – Mar 2023

BRAINTREE, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Series 66

Registration record

First registered · October 27, 2011

Years registered · 14

Professional designation · PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

U.S. FINANCIAL ADVISORS, LLC

CRD 108763 · SEC 801-55953

AUM

$349M

Regulatory assets under management

Employees

612 client accounts

Services offered by U.S. FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at U.S. FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does George Thomas Clarke offer?

George Thomas Clarke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are George Thomas Clarke's credentials?

George Thomas Clarke holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is George Thomas Clarke located?

George Thomas Clarke is based in BRAINTREE, Massachusetts, working with U.S. FINANCIAL ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.

How does George Thomas Clarke charge for services?

George Thomas Clarke'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 U.S. FINANCIAL ADVISORS, LLC?

U.S. FINANCIAL ADVISORS, LLC has approximately 12 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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