LPL Financial
44yrs
Top advisor by experience in Lakeland
18yrs
Gary Clark is a fiduciary financial advisor in Lakeland, Florida, with 18 years in the industry. Gary joined CPS Investment Advisors in 2009, a firm offering financial planning, investment management, and educational workshops. CPS Investment Advisors reports being paid through a percentage of assets and flat fees.
One of 211 advisors with offices in Lakeland, and one of 199 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 67% of advisors at CPS Investment Advisors
Office205 East Orange St, Lakeland, FL 33801
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$764,650
Advisors at the firm18
States licensed ?1 state
Services through CPS Investment Advisors
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2009 – nowCPS Investment AdvisorsCurrent firm
Questions to ask Gary
Tailored to Gary’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Gary
How do I contact Gary?
Call CPS Investment Advisors at 863-688-1725 and ask for Gary Clark. Gary works from the Lakeland, FL office.
How long has Gary been a financial advisor?
Gary has been in the industry since 2009, about 18 years. More experience than 67% of advisors at CPS Investment Advisors.
What licenses does Gary hold?
Series 65. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gary paid?
CPS Investment Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Gary 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.
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