Primerica Advisors
43yrs
Top advisor by experience in Huntersville
28yrs
Robert Clark is a fiduciary financial advisor in Huntersville, North Carolina, with 28 years in the industry. Robert joined Raymond James & Associates in 2013, after four years at Morgan Keegan & Company and three years at Citigroup Global Markets. Robert holds the CFP® designation.
One of 208 advisors with offices in Huntersville, and one of 190 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 14% by experience in Huntersville
Office8015 West Kenton Circle Suite 105, Huntersville, NC 28078
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowRaymond James & Associates, Inc.Current firm
- 2009 – 2013Morgan Keegan & Company, LLCPreviously
- 2006 – 2009Citigroup Global Markets Inc.Previously
- 2002 – 2006Legg Mason Wood Walker, IncorporatedPreviously
- 1998 – 2002Scott & Stringfellow, LLCPreviously
Contact Robert
8015 West Kenton Circle Suite 105Huntersville, NC 28078Office · Get directions Firm main line(727) 567-1000Headquarters: Raymond James & Associates · St. Petersburg, FL Firm websitewww.alexbrown.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Raymond James & Associates at (727) 567-1000 and ask for Robert Clark. Robert works from the Huntersville, NC office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1998, about 28 years. Top 14% by experience in Huntersville.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill
43yrs
Top 1% by experience in Huntersville
Raymond James Financial Services Advisors
41yrs
Top 1% by experience in Huntersville
Cornerstone Wealth
39yrs
Top 2% by experience in Huntersville
LPL Enterprise
39yrs
Top 2% by experience in Huntersville
Osaic Wealth
36yrs
Top 3% by experience in Huntersville