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Clair Lamar King

Investment adviser representative at Bare Wealth Advisors
18 yearsExperience
1 stateRegistered in
$662.3MFirm assets
3 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

18 years in the industry.

  1. Bare Wealth AdvisorsOct 2023 to now
  2. Bare Financial Services, Inc. dba Bare Wealth AdvisorsOct 2023 to now
  3. Securities America Advisors, Inc. dba Bare Wealth AdvisorsMar 2019 to Jun 2024
  4. Securities America, Inc. dba Bare Wealth AdvisorsJan 2019 to Jun 2024
  5. Fulton Financial CorpSep 2008 to Dec 2018

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (PA).

Bare Wealth Advisors

Legal name: Bare Financial Services Inc.

$662.3MAssets managed
841Clients
10Advisers
3 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
7059452
Firm CRD
328043
Advisor's SEC record (opens in a new tab)
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