Brandon Clark
Investment adviser representative at The Clark Group Asset Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$343.9MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- The Clark Group Asset ManagementAug 2019 to now
- Bank of America N.A.Dec 2018 to Aug 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Aug 2019
- William Morris EndeavorMar 2017 to Aug 2018
- ParadigmJan 2017 to Feb 2017
- Uc San DiegoSep 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Clark Group Asset Management
Legal name: Pachira Investments, Inc.
$343.9MAssets managed
469Clients
3Advisers
14 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
- 7035559
- Firm CRD
- 164405