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Christopher J. Clark, Investment Consultant  Christopher J. Clark is an Investment Consultant and holds Series 7 General Securities Registration through LPL Financial and Series 66 Investment Advisor Representative registration through Strategic Wealth Advisors Group. Should your company want to implement or review a 401(k) retirement plan or review its investments, executive benefits, deferred compensation, or simply assistance for an employee who is leaving employment and has questions about what to do with their investments in a 401(k) account, we can help. We conduct annual retirement plan reviews to assist our clients in staying in compliance with the various laws that regulate the investment aspect of the 401(k) and retirement plans. We advise plan trustees and assist with formulating Investment Policy Statements and procedures that minimize fiduciary liability. Securities registered in the state of California Christopher J. CLark is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, a registered investment advisor and separate entity from LPL Financial. |
| Investment Services |
| Corporate Retirement Plans 401(k) Annual Plan Reviews Rollover IRA's Executive Benefits Deferred Compensation |