2012 -2013 Registered Representative, Investment Advisor Representative @ New England Financial
2008 -2012 Financial Advisor @ Horizon Planning Group
Phillip Clark Education
Purdue University
B.A. (Liberal Arts and Sciences/Liberal Studies)
2004-2008
Purdue University
B.A. Liberal Arts
2004-2008
Phillip Clark Skills
Investments
Securities
Life Insurance
Retirement Planning
Executive Benefit Strategies
Financial Services
Variable Products
Finance
FINRA
Series 7
Small Business
Series 6
Employee Benefits
Asset Allocation
Wealth Management Services
Wealth Management Strategies
Asset Allocation Strategies
Executive Benefit
Planning
Wealth Management
Phillip Clark Summary
Phillip Clark, based in Indianapolis, IN, US, is currently a Founder at ENABLE Special Needs Planning. Phillip Clark brings experience from previous roles at Invst, Foresight Financial Management, New England Financial and Horizon Planning Group. Phillip Clark holds a 2004 - 2008 B.A. in Liberal Arts and Sciences/Liberal Studies @ Purdue University. With a robust skill set that includes Investments, Securities, Life Insurance, Retirement Planning, Executive Benefit Strategies and more. Phillip Clark has 2 emails and 3 mobile phone numbers on RocketReach.
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