Clark
Engle

Everhart Advisors

CRD#6900461
Investment Advisor
in Dublin, OH

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About this Advisor

Clark Engle is a certified financial planner operating in Dublin, Ohio. Engle is an employee of Everhart Advisors. The advisor has gained experience at Shawnee High School, The Ohio State University, Strategic Capital Advisors, Na, Souders Financial Advisors, LLC and Everhart Advisors. Engle maintains a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Ohio. Everhart Advisors is an advisory company based in Dublin, OH. It has offices in two locations and a total of 45 people on staff. It administers $1 billion in total assets between its 4,100 accounts, making it one of the larger firms in the United States by assets under management. Of its 4,100 accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fee types charged by Everhart Advisors can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

535 Metro Place South Suite 100
Dublin, OH 43017

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Everhart Advisors Brokerage Details

Total Assets Under Management

$1,084,743,953

OH Average: $2,106,341,625
Total Number of Employees

45

OH Average: 34
Total Number of Accounts

4,100

OH Average: 1,972
Average Account Size

$264,572

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Clark Engle Work History

Clark has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Everhart Advisors

2018 - 2022 (4 years)

Souders Financial Advisors, LLC

2017 - 2019 (2 years)

Strategic Capital Advisors

2017 - 2017 (< 1 year)

Na

2013 - 2017 (4 years)

The Ohio State University

2009 - 2013 (4 years)

Shawnee High School

*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 Clark Engle 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 Everhart Advisors

Gregory Roberto
Miamisburg, OH
Carson Pearlman
Dublin, OH
Andrew Pfeiffer
Dublin, OH
Rainer Schertel
Dublin, OH
Philip Parker
Dublin, OH
John Mancinotti
Dublin, OH
Thomas Carline
Dublin, OH
Logan Jones
Dublin, OH

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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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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