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
September rate cut likely to be first of three this year
4 ways retirees can navigate falling interest rates
Many seniors in or approaching retirement will need to adapt
Fed zeroes in on labor market data
New job growth is down but wages higher than expected