Harold Clark is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Jonesboro, AR, with 42 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Jonesboro, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Harold owns commercial office space as a rental property since August 2024. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Securities America, INC.Broker
Aetna Investment Services, INC.Broker
Advantage Capital CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.