Daniel
Clark
Solidarity Wealth, LLC
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About this Advisor
Daniel Clark is a financial advisor based in Lehi, Utah, working with Solidarity Wealth, LLC. Daniel has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Kera Capital, Solidarity Wealth, LLC, and M. S. Howells & Co. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Daniel is part of Solidarity Wealth, LLC, which operates out of Lehi, Utah. The firm has 15 employees and manages assets totaling $522.0 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Solidarity Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Solidarity Wealth, LLC Brokerage Details
$521,981,950
15
556
$938,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Clark Work History
Solidarity Wealth, LLC
M. S. Howells & Co
Kera Capital
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
Disclosures
Please visit the SEC profile of Daniel 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 Solidarity Wealth, LLC
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
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