Robert Perry Clark
Financial advisor at Raymond James & Associates, Inc. · Huntersville, NC
Last updated 2026-10-10
Claim your profileRobert Perry Clark is a financial advisor at Raymond James & Associates, Inc. in Huntersville, NC, CRD 3022639. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1998-05-29.
Registration
- CRD number
- 3022639
- Registration status
- Active
- IAPD registration
- 1998-05-29
- Industry Experience
- 28 years
- Work Experience
- 13 years
- States registered
- NC, TX
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2013-02 to Present · Raymond James & Associates, Inc. · Huntersville, NC
- 2014-04 to 2019-12 · Rcb Sports · Huntersville, NC
- 2018-03 to 2019-02 · Arena Football League · Charlotte, NC
Current employment
- Raymond James & Associates, Inc. · St. Petersburg, FL
Raymond James & Associates, Inc.
- Regulatory AUM
- $500,955,604,975
- Registered advisors
- 5,800
- Offices
- 1,828
- Clients per advisor
- 91.7 (Moderate)
- Average AUM per client
- $942.3K (Low)
- High-net-worth client ratio
- 18.7% (Moderate)
Raymond James & Associates, Inc.: advisors, services and reported ETF investments
About
Robert Perry Clark is a CFP® financial advisor at Raymond James & Associates, Inc. in Huntersville, NC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 28 years of industry experience and 13 years of reported work history. Reported roles include Rcb Sports, Arena Football League.
SEC disclosures list additional business and community activities: (1) Name Of Business: Address: 113 E Blue Ridge St: My role is purely as an "auditor" to oversee the church accounts which is controlled by employee (treasurer) of church; \n\ni will not need to be a signer on any bank account nor will i serve in any capacity on an investment advisory role.
Raymond James & Associates, Inc.'s firm-level Form ADV reports 5,800 advisors across 1,828 offices; approximately 91.7 clients per advisor, average assets per client of $942,324, and regulatory AUM of $501B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Raymond James & Associates, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Registered Municipal Advisor
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or Syndicator of Limited Partners
Location
8015 West Kenton Circle, Huntersville, NC 28078
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 727-567-1000
- Website: alexbrown.com
- Youtube
Official record
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