Jacob
Clark
Valmark Advisers, Inc
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About this Advisor
Jacob Clark is a financial advisor based in Plainville, Massachusetts, working with Valmark Advisers, Inc. Jacob has previously held positions at Papa Gino'S, Kirkbrae Country Club, Cold Chain Technologies, Stonehill College, Wealth Impact Partners (now called Trove Private Wealth), Rent Sons, Wis International, Trove Private Wealth, and Attleboro High School. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Jacob is part of Valmark Advisers, Inc, which operates out of Plainville, Massachusetts. The firm has 156 offices and 275 employees. The firm manages assets totaling $8.4 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$8,379,181,235
275
19,096
$438,792
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jacob Clark Work History
Trove Private Wealth
Trove Private Wealth
Wis International
Rent Sons
Rent Sons
Wealth Impact Partners (Now Called Trove Private Wealth)
Kirkbrae Country Club
Cold Chain Technologies
Stonehill College
Papa Gino'S
Attleboro High School
Disclosures
Please visit the SEC profile of Jacob Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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