Clark R Forward
Professional Summary
Clark R Forward, who also goes by Clark Richard Forward, Clark Forward, is a registered financial advisor currently at FORWARD FINANCIAL LLC located in Houston, Texas. Clark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Clark has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Clark Richard Forward, Clark Forward
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
CLARK FORWARD, SOLE PROPRIETOR | FORWARD, CLARK, RICHARD, SOLE PROPRIETOR | FORWARD FINANCIAL LLC | FORWARD FINANCIAL
Contact Information
Main Address
210 Electra Drive, Houston, TX 77079Phone Number
(713) 561-5516# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
228AUM (Assets Under Management)
$76,586,109Similar Advisors
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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.
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State Registrations and Notice Filings
(11/9/2021)
(10/29/2021)
(11/2/2021)
(10/22/2021)
(11/5/2021)
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 May 2004About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Clark R Forward's CRS (Customer Relationship Summary).
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