John Richard Clark
Investment adviser representative at Waypoints Financial
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$157.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Waypoints Financial LLCMar 2009 to now
- Wfg Investments IncJun 2011 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Waypoints Financial
Legal name: Waypoints Financial, LLC
$157.7MAssets managed
430Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2139449
- Firm CRD
- 157494