John M. Clark

PATHFINDER FINANCE AND INSURANCE SOLUTIONS

Irvine, CA 92618

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CRD#: 5103582

Professional summary

John Menzies Clark is a registered financial advisor currently at PATHFINDER FINANCE AND INSURANCE SOLUTIONS located in Irvine, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Licensed insurance agent, licensed Certified Public Accountant, and works at Pathfinder Senior Care Consulting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Menzies 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®

None

Experience

Current

January 22, 2014 - Present

PATHFINDER FINANCE AND INSURANCE SOLUTIONS

Office #1: 100 Spectrum Center Dr Suite 900, Irvine, CA 92618

RIA

CRD#: 139679

Irvine, CA

Past

April 26, 2006 - December 31, 2013

PATHFINDER FINANCE AND INSURANCE SOLUTIONS

RIA

CRD#: 139679

IRVINE, CA

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

California
(1/22/2014)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/2/2006

Uniform Investment Adviser Law Examination

Current Firm

PATHFINDER FINANCE AND INSURANCE SOLUTIONS

CRD#: 139679 / SEC#:

California

Registered Investment Advisory firm - (4/26/2006 Approved)

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Contact information

Main Address

100 Spectrum Center Dr Suite 900, Irvine, CA 92618

Mailing Address

9 Lafayette Ln, Coto De Caza, CA 92679

Phone number

(949) 261-1710

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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John M. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Menzies Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATHFINDER FINANCE AND INSURANCE SOLUTIONS

PATHFINDER FINANCE AND INSURANCE SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2006

Current Firm

PATHFINDER FINANCE AND INSURANCE SOLUTIONS

Contact information

Documents

Red Flags

Company Information

PATHFINDER FINANCE AND INSURANCE SOLUTIONS

TRUST BUT VERIFY

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