Wayne
Clark
Dfpg Investments, LLC
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About this Advisor
Wayne Clark is a financial advisor operating in Sandy, Utah who has 2 years of relevant experience. Clark works at Dfpg Investments, LLC. Throughout their career, Clark has worked at Allegis Investment Services, Luxfer Hei, Luxfer Utah, Ars Investment Advisors, Inc and Dfpg Investments, LLC. Clark holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Dfpg Investments, LLC is a firm operating out of Sandy, UT. The investment advisory business has offices in 23 locations and a total of 156 advisors. It controls $2 billion in assets under management among its 10,642 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 10,642 client accounts, 29% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually depend on which services the firm provides the client. Fee types charged by Dfpg Investments, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dfpg Investments, LLC Brokerage Details
$2,009,732,330
156
10,642
$188,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Wayne Clark Work History
Wayne has been registered as a financial advisor for 2 years.*
Dfpg Investments, LLC
Ars Investment Advisors, Inc
Allegis Investment Services
Luxfer Hei
Luxfer Utah
*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 Wayne 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 Dfpg Investments, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
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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