Clark
Evans
Highline Wealth Partners
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About this Advisor
Clark Evans is a financial advisor based in Solana Beach, California, working with Highline Wealth Partners. Clark has previously held positions at Hall Private Wealth Advisors, Neyers Vineyards, and Highline Wealth Partners. Clark has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Clark is part of Highline Wealth Partners, which operates out of Solana Beach, California. The firm has 13 employees and manages assets totaling $493.7 million. The firm 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Highline Wealth Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Highline Wealth Partners Brokerage Details
$493,668,759
13
726
$679,985
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Clark Evans Work History
Highline Wealth Partners
Hall Private Wealth Advisors
Neyers Vineyards
Disclosures
Please visit the SEC profile of Clark Evans 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 Highline Wealth Partners
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Solana Beach, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
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