David Clark
Tulsa
David has been a financial advisor since 2000. He and his team are responsible for helping clients achieve a saving and investing strategy. Clients look to him for individualized advice and guidance designed to help safeguard wealth, protect future income needs, reduce estate taxes, and provide long-term financial security for loved ones.
He holds a Series 7 as a General Securities Representative.
In his spare time, he enjoys being an advanced open-water diver, going to some of the oceans' most beautiful clear waters at least four times a year, and exploring a whole new world.
He feels it's important for his clients to know they'll have access to many of the global financial industry's professional investment managers and strategies. "Our open-architecture investment platform provides many investment options."
David Clark
Wealth Advisor CRD#: 4372102BrokerCheck: Check the background of this firm on FINRA's BrokerCheck
Client Relationship Summary: Learn more about the services we provide to retail investors.
Articles and Resources
Is the strong jobs report bad news for stocks?
Jobs data calls asset valuations, future Fed rate cuts into question
The energy transition needs to be ‘done right’
High consumer prices, less U.S. competitiveness and still-high global emissions must be avoided
How long will the ‘Magnificent 7’ stock party last?
Focusing only on one group of investments may be costly, experts caution