Reginald D. Clark

P3 WEALTH MANAGEMENT

Cordova, TN 38016

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CRD#: 2717863

Professional summary

Reginald Donald Clark, CFP®, who also goes by Reggie Clark, is a registered financial advisor currently at P3 WEALTH MANAGEMENT located in Cordova, Tennessee.

Reginald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Reginald has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Reggie Clark

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reginald Donald Clark's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

January 11, 2024 - Present

P3 WEALTH MANAGEMENT

Office #1: 1316 Hardwood Trail, Cordova, TN 38016

RIA

CRD#: 300373

Cordova, TN

Past

February 27, 2019 - December 31, 2023

P3 WEALTH MANAGEMENT

RIA

CRD#: 300373

CORDOVA, TN

Past

June 7, 2017 - February 22, 2019

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

Cordova, TN

Past

September 15, 2016 - February 22, 2019

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

Blue Ash, OH

Past

September 8, 2009 - September 26, 2016

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Cordova, TN

Past

April 12, 2007 - December 31, 2008

EQUITAS AMERICA, LLC

RIA

CRD#: 39806

MEMPHIS, TN

Past

March 2, 2006 - December 31, 2008

EQUITAS AMERICA, LLC

CRD#: 39806

MEMPHIS, TN

Past

July 18, 2002 - July 20, 2005

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Past

February 17, 2000 - July 16, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

February 17, 2000 - July 16, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(3/12/2025)

IAR

Mississippi
(4/12/2024)

IAR

Tennessee
(1/11/2024)

IAR

Texas
(3/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/18/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/29/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/16/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/20/2017

General Securities Principal Examination

Current Firm

P3 WEALTH MANAGEMENT

P3 WEALTH MANAGEMENT | P3 WEALTH MANAGEMENT, INC.

CRD#: 300373 / SEC#:

Maryland

Registered Investment Advisory firm - (4/1/2024 Approved)

Mississippi

Registered Investment Advisory firm - (1/26/2024 Approved)

Tennessee

Registered Investment Advisory firm - (1/11/2024 Approved)

Texas

Registered Investment Advisory firm - (3/27/2024 Conditional Restricted)

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Contact information

Main Address

1316 Hardwood Trail, Cordova, TN 38016

Mailing Address

Phone number

(901) 209-4015

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584
AUM (Assets Under Management)	$ 25,522,429

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Reginald D. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reginald Donald Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

P3 WEALTH MANAGEMENT

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

AVANTAX INVESTMENT SERVICES, INC.

EQUITAS AMERICA, LLC

EQUITAS AMERICA, LLC

THE O.N. EQUITY SALES COMPANY

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/18/2000

SIE

Date: 10/1/2018

Series 7

Date: 9/29/2000

Series 6

Date: 2/16/2000

Series 24

Date: 12/20/2017

Current Firm

P3 WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

P3 WEALTH MANAGEMENT

TRUST BUT VERIFY

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