Cade William Lark
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Cade William Lark? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
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
11 years in the industry.
- Raymond James Financial Services Advisors, IncMar 2026 to now
- Raymond James Financial Services, Inc.Feb 2025 to now
- Silvertree Wealth PartnersFeb 2025 to now
- University of ArizonaAug 2022 to May 2025
- Crave Kitchen and BarAug 2020 to Aug 2022
- Smoky Mountain Pizzeria GrillApr 2020 to Aug 2022
- Wright Brothers, the Building CompanyApr 2019 to Aug 2023
- Eagle High SchoolAug 2018 to May 2022
- Stem RevolutionJun 2016 to Aug 2018
- Eagle Middle SchoolAug 2015 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 8040020
- Firm CRD
- 149018