David Patrick Clark
Investment adviser representative at Guardian Wealth Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.7BFirm 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
15 years in the industry.
- Guardian Wealth Advisors, LLCFeb 2022 to now
- MML Investors Services, LLCFeb 2021 to Feb 2022
- Massmutual Life Insurance CoJan 2021 to Feb 2022
- Bts Asset Management, Inc.Aug 2011 to Jan 2021
- Bts Securities CorporationAug 2011 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MA, NC).
Guardian Wealth Advisors, LLC
$2.7BAssets managed
2,262Clients
33Advisers
6 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
- 5515956
- Firm CRD
- 305412