Benjamin Hilliard Clark
Investment adviser representative at Headinvest
19 yearsExperience
1 stateRegistered in
$891.8MFirm assets
20 yearsFirm in business
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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
Experience
19 years in the industry.
- HeadinvestApr 2018 to now
- UBS Financial Services Inc.Feb 2007 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (ME).
Headinvest
Legal name: Headinvest, LLC
$891.8MAssets managed
445Clients
7Advisers
20 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
- 2663792
- Firm CRD
- 140518