David B. Clarken
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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, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Gestore di Portafoglio-Azioni | 31/12/2013 |
United Services Automobile Association
 United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Corporate Officer/Principal | 28/02/2013 |
Formazione di David B. Clarken
| The State University of New York College at Fredonia | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
| Aziende private | 2 |
|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
United Services Automobile Association
United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Commercial Services |
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