David
Clark

Guardian Wealth Advisors, LLC

CRD#5515956
Investment Advisor
in Danvers, MA

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About this Advisor

David Clark is a financial advisor based in Danvers, Massachusetts, working with Guardian Wealth Advisors, LLC. David has previously held positions at Bts Asset Management, Inc, Bts Securities Corporation, Massmutual Life Insurance Co, Mml Investors Services, LLC, and Guardian Wealth Advisors, LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and North Carolina. Currently, David is part of Guardian Wealth Advisors, LLC, which operates out of Danvers, Massachusetts. The firm has 10 offices and 38 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Guardian Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

55 Ferncroft Rd Suite 203
Danvers, MA 01923

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Guardian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,660,902,219

MA Average: $3,625,019,099
Total Number of Employees

38

MA Average: 22
Total Number of Accounts

3,670

MA Average: 1,917
Average Account Size

$452,562

MA Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

David Clark Work History

2022 - Present (2 years)

Guardian Wealth Advisors, LLC

2021 - 2022 (1 year)

Massmutual Life Insurance Co

2021 - 2022 (1 year)

Mml Investors Services, LLC

2011 - 2021 (10 years)

Bts Asset Management, Inc

2011 - 2021 (10 years)

Bts Securities Corporation

Disclosures

Please visit the SEC profile of David 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 Guardian Wealth Advisors, LLC

Carter Ellis
Raleigh, NC
Madeleine Freedland
Raleigh, NC
Milton Castellanos
Raleigh, NC
Nathan Budrow
Danvers, MA
Roger Lingle
Raleigh, NC
Darina Nghiem
Johnson City, TN
Brian Senske
Raleigh, NC
Samuel Sexton
Edina, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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