Marc Clark

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About Marc Clark

As a Financial Consultant at Goss Wealth Management, Marc develops strategies to build his client base, assists clients in all facets of their financial life, including investment planning, retirement planning, estate planning, and more, and develops and maintains financial plans for clients. He has been in the financial services industry for over 13 years and previously worked at Morgan Stanley before becoming an independent advisor. Marc has always been fascinated with both entrepreneurship and economics, so to have a career that draws on both is very rewarding. He also grew up watching his parents work hard for every dollar they earned, but they did not have a plan on how to invest their income. This financial stress is one of the reasons why helping his clients find solutions to their financial concerns motivates him every day. Marc enjoys spending time with family and friends and is an avid runner and basketball fan. Marc has been married for more than 15 years to his wife, Azita, and has 3 children.

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

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.

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Paladin Research Report For:

Goss Wealth Management