Christopher J. Clark is an Investment Consultant, an Accredited Investment Fiduciary (AIF),and holds Series 7 General
Securities Registration through LPL Financial and Series 66 Investment Advisor Representative registration through Retirement Plan Consulting Program (RPCP) and LPL Financial Corporate RIA. Should your company want to implement, review a 401(k) retirement plan, or monitor its investments, executive benefits and deferred compensation we can help.
We provide independent 401k Retirement Plan Consulting Services:
Fiduciary Responsibilities and Management
Fund Selection Assistance
Fund Monitoring
Investment Policy Statement Support
Vendor Analysis
Fee Analysis
Employee Education
Conducting Employee Meetings
We follow the principles of Accredited Investment Fiduciary Practices:
Organize
Formalize
Implement
Monitor
Christopher J. Clark is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Mr. Clark is an Accredited Investment Fiduciary (AIF).
Christopher J. Clark is an Investment Consultant, an Accredited Investment Fiduciary (AIF),and holds Series 7 General
Securities Registration through LPL Financial and Series 66 Investment Advisor Representative registration through Retirement Plan Consulting Program (RPCP) and LPL Financial Corporate RIA. Should your company want to implement, review a 401(k) retirement plan, or monitor its investments, executive benefits and deferred compensation we can help.