Marc + Clark - Financial Advisor in New Orleans, LA

Paladin Research Report For:

Marc Clark

Goss Wealth Management

858 Camp Street New Orleans, LA 70130
New Orleans, LA 70115

General Information

Firm Start Year
  • 1980
No. of Employees
  • 5-9
  • 3189464
Firm CRD#
  • 6413
Insurance License#
  • 476616
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
  • LA, IL, KS, FL, MO, WV
Years of Experience in Financial Services
  • 13
Number of Years with Current Firm
  • 3
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 Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Financial Planning for Individuals, Education Funding and Planning, 401K Rollovers


Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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 63, Series 66
Insurance and Annuity Licenses
  • Accident, Health, Variable Annuity, Variable Life, Life

Firm Information

Firm's Number of Clients
  • 2000
Firm's Number of Planning Clients
  • 400
Firm's Number of Managed Clients
  • 1500
Assets Managed by Firm
  • $750,000,000
Advisor's Number of Clients
  • 150
Advisor's Number of Managed Clients
  • 140
Advisor's Number of Planning Clients
  • 40
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


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 provides referrals to financial professionals of LPL Financial, LLC (LPL). is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


Additional Detailed Disclosures


SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and GOSS WEALTH MANAGEMENT are separate entities from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AZ, CA, CO, DE, FL, GA, IL, KY, LA, MA, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA, WV. GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.