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Robert C

CFP®, Series 63, Series 65

Huntersville, NC

Raymond James & Associates

Robert Clark is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He has been with Raymond James since 2013 and previously worked with Rcb Sports and the Arena Football League. Clark also serves on the finance committee of Denver United Methodist Church, where he acts as an auditor overseeing church accounts. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and firm research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Linda O

Series 63

Huntersville, NC

Raymond James & Associates

Linda O Loughlin is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 18 years of industry experience. Prior to joining Raymond James in 2021, she worked at Wells Fargo Clearing from 2016 to 2021. Outside of her advisory role, she is employed part-time as a delivery driver for DoorDash. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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