Paul M. Clark
Professional summary
Paul Mitchell Clark JR, CFP® is a registered financial advisor currently at FAIRBANKS FINANCIAL WEALTH MANAGEMENT located in Brenham, Texas.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Paul has worked at 2 firms and has passed the Series 63, Series 6 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Mitchell Clark JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1989
Experience
January 1, 2000 - Present
FAIRBANKS FINANCIAL WEALTH MANAGEMENT
December 20, 1983 - April 15, 1985
COMSTOCK SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/2000)
Exams
Current Firm
FAIRBANKS FINANCIAL WEALTH MANAGEMENT
CRD#: 114551 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 150 |
| AUM (Assets Under Management) | $ 73,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/26/2023 |
Red Flags
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