Phillip Lloyd Clark

Omnistar Financial Group, INC.

27 Years of Experience

3 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Omnistar Financial Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

306 clients

Average Client Portfolio

$748K average

Assets Under Management

$228.8M

Fee Structure

Minimum Investment:$250K

Location

1236 19th St. Lane, NW, Hickory, NC, 28601

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2010

Settled

Customer Dispute

November 2008

Denied

Customer Dispute

July 2006

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Phillip is involved with Omnistar Financial Group Inc. as an RIA and in insurance sales, dedicating nearly full-time hours to overseeing operations, investment advice, client reviews, and case design. He is also an investor in Sunny Day Food LLC and real estate for beach rental property, both of which are passive investments, and a licensed insurance agent.