James
Clark
Belleair Asset Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
James Clark is a personal financial specialist based in Largo, Florida with a total of 5 years of relevant experience. Clark is an employee of Belleair Asset Management, LLC. Clark has gained experience at Downstate Securities Group Inc, Belleair Asset Management, Inc, Home Income Tax Service Inc, Ipi Wealth Management, Inc, Investment Planners Inc, Belleair Asset Management, LLC and Belleair Tax Consultants. Clark has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Belleair Asset Management, LLC is a financial advisory firm based out of Largo, FL. It oversees $213 million in total assets across its 351 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 351 customer accounts, 39% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Belleair Asset Management, LLC provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which service is provided. Fee types billed by Belleair Asset Management, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Belleair Asset Management, LLC Brokerage Details
$212,508,653
3
351
$605,438
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
James Clark Work History
James has been registered as a financial advisor for 5 years.*
Belleair Asset Management, LLC
Belleair Tax Consultants
Ipi Wealth Management, Inc
Investment Planners Inc
Home Income Tax Service Inc
Belleair Asset Management, Inc
Downstate Securities Group Inc
*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 James 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 Belleair Asset Management, LLC
Largo, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
