WC
CFP
WC
CFP

William Paul Clark

8 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
217 advisors
Number of Clients
10,402 clients
Average Client Portfolio
$205K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

155 N. Pfingsten Road, Suite 160, Deerfield, IL, 60015-4903

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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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Employment History
Current Registrations
Ausdal Financial Partners, INC.Broker
March 2023 - Present · 2 yrs 11 mos
Nadler Financial Group, INC.
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
James T. Borello & CO.Broker
January 2019 - October 2022 · 3 yrs 9 mos
James T. Borello & CO.
January 2019 - October 2022 · 3 yrs 9 mos
Kuhn Wealth Management INC.
February 2017 - October 2018 · 1 yr 8 mos
State Registrations2 states
ILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Paul Clark - Financial Advisor | TrueAdvisor