Melissa
Clarke
Kemp Financial Management, LLC
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About this Advisor
Melissa Clarke is a financial advisor based out of Fullerton, California with a total of 5 years of relevant experience. Clarke currently works for Kemp Financial Management, LLC. Throughout their career, Clarke has worked at Kemp Financial Managment, LLC and Sagepoint Financial Advisors. Clarke has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to advise clients in California and Texas. Kemp Financial Management, LLC is a business based out of Fullerton, CA. It manages $202 million in assets under management among its 509 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 509 accounts, 44% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically vary depending on the financial services offered. Fee types charged by Kemp Financial Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kemp Financial Management, LLC Brokerage Details
$202,393,111
3
509
$397,629
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Melissa Clarke Work History
Melissa has been registered as a financial advisor for 5 years.*
Kemp Financial Managment, LLC
Sagepoint Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Melissa Clarke 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 Kemp Financial Management, LLC
Fullerton, CA
Fullerton, CA
Fullerton, CA
Fullerton, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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