Nicholas
Clark

Avantax Advisory Services

CRD#6902179
Investment Advisor
in Biloxi, MS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nicholas Clark is a financial advisor based in Biloxi, Mississippi, working with Avantax Advisory Services. Nicholas has previously held positions at Mississippi State University, Strojny Financial Services, Avantax Investment Services, Inc, Avantax Advisory Services, and Sfs Of Gulfport LLC. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Mississippi. Currently, Nicholas is part of Avantax Advisory Services, which operates out of Biloxi, Mississippi. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

2598 Pass Road Suite F
Biloxi, MS 39531

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.

Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

MS Average: $3,042,739,679
Total Number of Employees

2,478

MS Average: 49
Total Number of Accounts

131,534

MS Average: 2,315
Average Account Size

$316,996

MS Average: $1,314,358

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
  • Educational seminars/workshops
  • Other

Nicholas Clark Work History

2021 - Present (3 years)

Sfs Of Gulfport LLC

2020 - Present (4 years)

Avantax Advisory Services

2019 - Present (5 years)

Avantax Investment Services, Inc

2018 - Present (6 years)

Strojny Financial Services

2014 - 2017 (3 years)

Mississippi State University

Disclosures

Please visit the SEC profile of Nicholas 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 Avantax Advisory Services

Sean Wilhelmy
Danville, CA
Caitlyn Tierney
Ocean City, MD
Aaron Jaenisch
Coppell, TX
Keri Vaught
Midland, TX
Dillon Mccann
Champlin, MN
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started