Travis
Clark
Prostatis Financial Advisors Group
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About this Advisor
Travis Clark is a financial advisor who works out of Hanover, Maryland, who has 1 year of industry experience. Clark is currently employed by Prostatis Financial Advisors Group. Their career trajectory has included roles at Cetera Investment Services LLC, Edward Jones, Axa Advisors, LLC, Susquehanna Bank, Cetera Investment Advisers LLC, Pnc Bank, Pnc Investments, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Rbc Capital Markets, LLC, Massmutual Life Insurance Co, Mml Investors Services, LLC, Prostatis Financial Advisors Group and Self. Clark holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland. Prostatis Financial Advisors Group is a firm operating out of Hanover, MD. The firm has offices in seven locations and a total of 12 financial advisors. It oversees $311 million in assets between its 3,264 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 3,264 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets. Prostatis Financial Advisors Group performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by Prostatis Financial Advisors Group can be comprised of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prostatis Financial Advisors Group Brokerage Details
$310,856,247
12
3,264
$95,238
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Travis Clark Work History
Travis has been registered as a financial advisor for 1 years.*
Prostatis Financial Advisors Group
Massmutual Life Insurance Co
Mml Investors Services, LLC
Self
Rbc Capital Markets, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Cetera Investment Advisers LLC
Pnc Bank
Pnc Investments
Cetera Investment Services LLC
Axa Advisors, LLC
Susquehanna Bank
Edward Jones
*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 Travis 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 Prostatis Financial Advisors Group
Hanover, MD
Hanover, MD
Hanover, MD
Hanover, MD
Hanover, MD
Hanover, MD
Melbourne, FL
Orlando, 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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