MarcClark- Financial Advisor New Orleans, LA

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About Marc Clark

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention, from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

See Disclosures

General Information

Firm Start Year

1980

No. of Employees

CRD#

3189464

Firm CRD#

6413

Insurance License#

476616

Name of Broker/Dealer

LPL FINANCIAL LLC

Name of Custodial Firm

LPL FINANCIAL LLC

States Licensed in

LA, IL, KS, FL, MO, WV

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Financial Consultant - Goss Wealth Management - Oct 2018 - Present

Financial Advisor - Securities America Inc. - Nov 2016 - Oct 2018

Financial Advisor - Morgan Stanley - May 2008 - Nov 2016

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Education Funding and Planning, 401K Rollovers

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, MBA

Securities Licenses

Series 7, Series 31, Series 66, Series 63

Insurance and Annuity Licenses

Variable Annuity, Accident, Health, Life, Variable Life

Firm Information

Firm's Number of Clients

2000

Firm's Number of Planning Clients

Firm's Number of Managed Clients

1500

Assets Managed by Firm

$750,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$55,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Additional Details on Charges

Fee breakpoints based on assets under management and level of financial planning required

Education

Bachelor of Science - Finance

University of New Orleans
01/06/1997 -05/07/1999

Masters of Business Administration - Finance

University of Florida
08/22/2005 -05/15/2007

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

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Paladin Research Report For:

Marc Clark

Goss Wealth Management