Clark J. Drishinski
Professional summary
Clark James Drishinski, CFP®, who also goes by Clark Drishinski, is a registered financial advisor currently at CASHEW FINANCIAL, LLC located in Payson, Utah.
Clark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Clark has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Clark James Drishinski's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
July 8, 2020 - Present
CASHEW FINANCIAL, LLC
January 15, 2015 - July 31, 2019
KEELER THOMAS MANAGEMENT LLC
July 3, 2013 - August 2, 2019
OSAIC SERVICES, INC.
January 22, 2013 - July 9, 2013
LPL FINANCIAL LLC
April 7, 2011 - December 31, 2012
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/8/2020)
Exams
Current Firm
CASHEW FINANCIAL, LLC
CRD#: 308077 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 200,000 |
Red Flags
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