Koby
Clark

Archer Investment Corporation

CRD#7396253
Investment Advisor
in Carmel, IN

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About this Advisor

Koby Clark is a financial advisor working in Carmel, Indiana with a total of 1 year of industry experience. Clark currently works for Archer Investment Corporation. Over the course of their career, Clark has held roles at Securian Financial Services Inc, Minnesota Life Insurance Co, Financial Advantage Associate, Amazon, University Of Maryland, Dunkin Donuts, St Maria Goretti High School, My Wealthstore LLC, Uncle Julio'S, Archer Investment Corporation, Ups and Orion Consulting Inc. Clark holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Maryland. Archer Investment Corporation is a registered investment business based in Carmel, IN. The company has offices in 84 locations and a total of 87 people on staff. It has $603 million in total assets between its 3,815 client accounts, placing it among the bigger firms in the country by assets under management. Of its 3,815 client accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees billed by Archer Investment Corporation typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

11711 N. College Ave Suite 200
Carmel, IN 46032

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Archer Investment Corporation Brokerage Details

Total Assets Under Management

$602,923,205

IN Average: $1,347,246,178
Total Number of Employees

87

IN Average: 46
Total Number of Accounts

3,815

IN Average: 1,775
Average Account Size

$158,040

IN Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Koby Clark Work History

Koby has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Archer Investment Corporation

2022 - 2022 (< 1 year)

Orion Consulting Inc

2021 - 2021 (< 1 year)

Securian Financial Services Inc

2021 - 2021 (< 1 year)

Minnesota Life Insurance Co

2021 - 2021 (< 1 year)

Financial Advantage Associate

2021 - 2022 (1 year)

Ups

2020 - 2021 (1 year)

Amazon

2020 - 2020 (< 1 year)

My Wealthstore LLC

2018 - 2021 (3 years)

University Of Maryland

2018 - 2018 (< 1 year)

Uncle Julio'S

2015 - 2018 (3 years)

Dunkin Donuts

2010 - 2015 (5 years)

St Maria Goretti High School

*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 Koby 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 Archer Investment Corporation

Sanjay Asija
Barrington, IL
Barbara Hollis
Carmel, IN
Gabriel Cena
Woodland Hills, CA
Mason Heyde
Carmel, IN
James Ogan
Carmel, IN
Jonathan Loc
Rosemead, CA
Neil Rago
Valparaiso, IN
Michael Tannenbaum
Altamonte Springs, 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.

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