Aaron
Clark
Monarch Wealth Strategies
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About this Advisor
Aaron Clark is a financial advisor based in Santa Barbara, California, working with Monarch Wealth Strategies. Aaron has previously held positions at Lpl Financial LLC, May Wealth Management Group, and Monarch Wealth Strategies. Aaron has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Aaron is part of Monarch Wealth Strategies, which operates out of Santa Barbara, California. The firm has 2 offices and 7 employees. The firm manages assets totaling $336.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Monarch Wealth Strategies includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Monarch Wealth Strategies Brokerage Details
$336,787,014
7
925
$364,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Aaron Clark Work History
Monarch Wealth Strategies
May Wealth Management Group
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Aaron Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Monarch Wealth Strategies
Santa Barbara, CA
Santa Maria, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Maria, CA
Pasadena, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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