![David B. Clarken](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David B. Clarken
Nessuna posizione attualmente
Profilo
Mr. David Clarken is Wealth Manager at Creative Planning, Inc. He joined the firm in March 2013.
Prior to Creative, Mr. Clarken was a Wealth Manager with USAA. He has over 17 years of financial services experience working directly with clients to help them achieve their goals.
Additionally, his service in the Marine Corps forged a character anchored in discipline, honor and commitment.
Mr. Clarken is a Chartered Financial Analyst CFA, Certified Financial Planner CFP, Certified Wealth Strategist.
He has a Bachelor's Degree in Accounting from the State University of New York College at Fredonia.
Precedenti posizioni note di David B. Clarken
| Società | Posizione | Fine |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Gestore di Portafoglio-Azioni | 31/12/2013 |
United Services Automobile Association
 United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services Operates as a banking and insurance services association | Corporate Officer/Principal | 28/02/2013 |
Formazione di David B. Clarken
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
26
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
United Services Automobile Association
United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services Operates as a banking and insurance services association | Commercial Services |
The State University of New York College at Fredonia
 The State University of New York College at Fredonia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
