Robert Joseph Clark

Employer firm

Sound Financial Solutions LLC CRD 168588

$18.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → Present
  Sound Financial Solutions Llc.
  Melbourne, FL

Previous Registrations

• 2012-12-07 → 2013-10-23
  Securities America Advisors, Inc.
  Melbourne, FL
• 2005-04-15 → 2012-12-31
  Investors Security Company, Inc.
  Suffolk, VA
  Melbourne, FL
  Suffolk, VA
  Melbourne, FL
• 2003-04-16 → 2005-03-21
  Lpl Financial Llc
  Melbourne, FL
• 2002-07-19 → 2003-04-01
  Morgan Stanley Dw Inc.
  Indialantic, FL

Exams

• S66 Uniform Combined State Law Examination
  2002-07-03