Kevin Todd Clark

Current Employers

Employment History

• 03/2000 → 06/2024
  Kevin Clark Financial Management
  Quakertown, PA
• 01/2018 → 11/2019
  Brookstone Capital Management
  Wheaton, IL
• 11/2019 → Present
  Retirement Wealth Advisors, Inc.
  Quakertown, PA
• 02/2021 → Present
  Fairwater Workshops
  Onterio
• 06/2024 → Present
  Reliant Financial & Insurance Services
  Phoenix, AZ
• 09/2024 → Present
  Reliant Investment Management Llc
  Phoenix, AZ

Previous Registrations

• 2018-02-08 → 2019-11-21
  Brookstone Capital Management Llc
  Quakertown, PA
  Wheaton, IL
• 2006-02-03 → 2008-12-31
  Spc
  Quakertown, PA
• 2001-04-06 → 2004-10-21
  Woodbury Financial Services, Inc.
  Quakertown, PA

Other Businesses

KEVIN CLARK FINANCIAL MANAGEMENT(KCFM); INVESTMENT RELATED; 2335 WILLOW STREAM DR, QUAKERTOWN PA 18951; INVESTMENT ADVISORY AND INSURANCE; OWNER; STARTED 03/2003; 160 HOURS/MONTH DEVOTED; 140 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES AND SALE OF INSURANCE PRODUCTS. FAIRWATER WORKSHOPS; INVESTMENT RELATED; 208 - 1460 CHEVRIER BLVD., ONTERIO, CANADA R3T1Y6; MARKETING; MARKETING AGENT; STARTED 02/2021; 2 HOURS/MONTH DEVOTED; 2 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY MARKETING TO PROSPECTIVE CLIENTS. Financial Sales of Insurance products and services. I earn a commission from the sale of insurance products and services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-10
• S63 Uniform Securities Agent State Law Examination
  1990-11-08

Designations