BC
CFP
BC
CFP

Benjamin Thomas Clark

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

1499 Gulf to Bay Blvd, Clearwater, FL, 33755

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Benjamin is an advisor development consultant for Universal Financial Consultants, focusing on insurance and tax businesses, dedicating nearly full-time hours. He also engages in wholesale insurance sales through Clark Wealth, LLC, but spends minimal time on this activity.

Employment History
Current Registrations
Simplicity Wealth
February 2024 - Present · 2 yrs
Previous Registrations
Ernst & Young Investment Advisers LLP
February 2011 - March 2012 · 1 yr 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Benjamin Thomas Clark - Financial Advisor | TrueAdvisor