Clark Financial LLC

Clark Financial LLC, founded in Dallas, TX in 2009 by Jeffrey Clark, is an investment advisory firm dedicated to helping individuals meet their financial needs and reach their financial goals. As an investment adviser representative, Jeffrey Clark leads the firm in providing personalized investment advisory services and comprehensive financial planning, focusing on custom portfolio management.

The firm operates on a fee-based model, charging for asset management, hourly consultations, and a performance fee for "qualified clients." Clark Financial LLC prides itself on its independent structure, explicitly stating it is not a brokerage and does not receive commissions from selling specific products, ensuring unbiased advice tailored to client financial plans.

While Clark Financial LLC offers robust investment advisory and financial planning services, it is important to note that their primary business is not mortgage lending or brokering. They are registered as an investment adviser in Texas and do not accept or maintain custody of client funds or securities.