Reginald Donald Clark
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Reggie Clark
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
P3 WEALTH MANAGEMENT | P3 WEALTH MANAGEMENT, INC.
Contact Information
Main Address
1316 Hardwood Trail, Cordova, TN 38016Phone Number
(901) 209-4015# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
622AUM (Assets Under Management)
$30,756,036Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/7/2026)
(10/5/2026)
(1/12/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2000About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Reginald Donald Clark's CRS (Customer Relationship Summary).
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