RC
Robin A. Clark
KNOX WEALTH PARTNERS ADVISORY
LENOIR CITY, TN 37771
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CRD#: 5463722
RC
Professional summary
Robin Ayres Clark JR., who also goes by Rob A Clark, Rob Clark, is a registered financial advisor currently at KNOX WEALTH PARTNERS ADVISORY located in Lenoir City, Tennessee and LPL FINANCIAL LLC located in Lenoir City, Tennessee.
Robin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Robin has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob A Clark | Rob 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.
1. 04/01/2008 - NON-VARIABLE INSURANCE - ROB A. CLARK, JR. - INDEPENDENT INSURANCE AGENCY SELLING FIXED INSURANCE PRODUCTS.- A.R.T. INSURANCE SOLUTIONS - TIME SPENT 50% - KNOXVILLE, TN. 2. 6/23/2020 - Knox Wealth Partners Advisory LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/14/2018 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Knox Wealth Partners Advisory LLC, an independent investment advisor firm. I started this business activity in 02/2018. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 9/2/2020 - Knox Wealth Partners Advisory - DBA: (Hybrid) Knox Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/05/2017- 120 Hours Per Month/6 Hours During Securities Trading. 4. 9/3/2020 - Knox Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/02/2020 - 120 Hours Per Month/6 Hours During Securities Trading. 5. 1/11/2021 - ART Insurance Solutions, Inc. - DBA: Rob A. Clark, Jr. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/30/2012 - 80 Hours Per Month/4 Hours During Securities Trading - Independent insurance agency selling fixed insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Robin Ayres Clark JR.'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®
NoneExperience
Current
October 30, 2020 - Present
KNOX WEALTH PARTNERS ADVISORY
Office #1: 600 Gladstone Road, Lenoir City, TN 37771RIA
CRD#: 288580
LENOIR CITY, TN
Current
April 28, 2008 - Present
LPL FINANCIAL LLC
Office #1: 600 Gladstone Rd, Lenoir City, TN 37771RIA
BD
CRD#: 6413
Lenoir City, TN
Past
July 20, 2010 - October 6, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
KNOXVILLE, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KW
KNOX WEALTH PARTNERS ADVISORY
KNOX WEALTH PARTNERS ADVISORY | KNOX WEALTH PARTNERS ADVISORY, LLC
CRD#: 288580 / SEC#: 801-110743
RIA
Registered Investment Advisory firm - (7/5/2017 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(10/23/2025)
RR
New York(8/18/2023)
RR
South Carolina(2/23/2021)
RR
Tennessee(4/28/2008)
IAR
Tennessee(10/30/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KW
KNOX WEALTH PARTNERS ADVISORY
KNOX WEALTH PARTNERS ADVISORY | KNOX WEALTH PARTNERS ADVISORY, LLC
CRD#: 288580 / SEC#: 801-110743
RIA
Registered Investment Advisory firm - (7/5/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10710 Murdock Drive Suite 101, Knoxville, TN 37932
Mailing Address
Phone number
(865) 291-2422
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 828 |
| AUM (Assets Under Management) | $ 231,274,258 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KNOX WEALTH PARTNERS ADVISORY
CRD#: 288580Lenoir City, TN 37771TRUST BUT VERIFY
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