Colby
Clark
Aspire Private Capital
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About this Advisor
Colby Clark is a financial advisor operating in Cornelius, North Carolina with a total of 4 years of relevant experience. Clark is on the advisory team at Aspire Private Capital. During their career, the advisor has held roles at Ifg Advisory, LLC, Cwm, LLC, Lpl Financial, LLC and Aspire Private Capital. Clark holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Aspire Private Capital is a registered investment company operating out of Cornelius, NC. The company has a total of 11 financial advisors. It manages $296 million in assets between its 1,737 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,737 customer accounts, 16% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management depend on which service is provided. Fees billed by Aspire Private Capital typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspire Private Capital Brokerage Details
$296,199,202
11
1,737
$170,523
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Colby Clark Work History
Colby has been registered as a financial advisor for 4 years.*
Aspire Private Capital
Cwm, LLC
Ifg Advisory, LLC
Lpl Financial, LLC
Lpl Financial, LLC
*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 Colby 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 Aspire Private Capital
Cornelius, NC
Cornelius, NC
Cornelius, NC
Cornelius, NC
Cornelius, NC
Cornelius, NC
Cornelius, NC
Cornelius, NC
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