Benjamin
Clark
Simplicity Wealth
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About this Advisor
Benjamin Clark is a financial advisor based in Clearwater, Florida, working with Simplicity Wealth. Benjamin has previously held positions at Universal Financial Consultants, Southeast Personnel Leasing, and Simplicity Wealth. Benjamin has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Benjamin is part of Simplicity Wealth, which operates out of Clearwater, Florida. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Benjamin Clark Work History
Simplicity Wealth
Universal Financial Consultants
Southeast Personnel Leasing
Disclosures
Please visit the SEC profile of Benjamin 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 Simplicity Wealth
Summit, NJ
Prairie Village, KS
Summit, NJ
Glastonbury, CT
Summit, NJ
Summit, NJ
Summit, NJ
Ville Platte, LA
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