Clark Stevens, Cmfc
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Clark Stevens, Cmfc Email & Phone Number

Financial Advisor at LPL Financial
Location: Templeton, California, United States 3 work roles 2 schools
1 work email found @ifgsd.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@ifgsd.com
LinkedIn Profile matched
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Current company
Role
Financial Advisor
Location
Templeton, California, United States
Company size

Who is Clark Stevens, Cmfc? Overview

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Quick answer

Clark Stevens, Cmfc is listed as Financial Advisor at LPL Financial, a with 14027 employees, based in Templeton, California, United States. AeroLeads shows a work email signal at ifgsd.com and a matched LinkedIn profile for Clark Stevens, Cmfc.

Clark Stevens, Cmfc previously worked as Investment Advisor Representative at Independent Financial Group Llc and Investment Advisor Representative at Independent Financial Group. Clark Stevens, Cmfc holds Bachelor'S Degree, Public Relations/Business from San Jose State University.

Company email context

Email format at LPL Financial

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*@ifgsd.com
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AeroLeads found 1 current-domain work email signal for Clark Stevens, Cmfc. Compare company email patterns before reaching out.

Profile bio

About Clark Stevens, Cmfc

Clark has been an Investment Advisor for over 23 years. His mission is to be indispensable in helping his clients make smart financial decisions by providing expertise, education, personal commitment, and trust. Clark is also a Charted Mutual Fund Counselor. During his 20 plus years on the Central Coast, Clark has been active in the community, and has been a board member of various local youth and community organizations. To make an appointment or to schedule Clark to speak at your workplace or group event, please contact him at 805-354-7250. “Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and Investment Advisor. Member FINRA/SIPC. Crosby Investment Group and IFG are unaffiliated entities.Licensed to sell securities in the following states: CA, NV, AZ, TX, MA, CT & SCInformation is provided from sources believed to be reliable however we cannotguarantee or represent that it is accurate or complete. Because situations vary, anyinformation provided on this site is not intended to indicate suitability for anyparticular investor. Hyperlinks are provided as a courtesy. When you link to the 3rdparty website you are leaving our site and assume total responsibility for your use atthese sites.

Listed skills include Investments, Retirement Planning, Series 7, Iras, and 11 others.

Current workplace

Clark Stevens, Cmfc's current company

Company context helps verify the profile and gives searchers a useful next step.

LPL Financial
Lpl Financial
Financial Advisor
Templeton, CA, US
Website
Employees
14027
AeroLeads page
3 roles

Clark Stevens, Cmfc work experience

A career timeline built from the work history available for this profile.

Investment Advisor Representative

Helping Families Like Yours Invest Since 2000. Stocks, Bonds, Mutual Funds, Variable & Fixed Annuities, College Savings Plans & Life Insurance.

Investment Advisor Representative

Independent Financial Group

Helping Families Invest Since 2000.

Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 14027 employees →

2 education records

Clark Stevens, Cmfc education

Education record

Willow Glen High School
FAQ

Frequently asked questions about Clark Stevens, Cmfc

Quick answers generated from the profile data available on this page.

What company does Clark Stevens, Cmfc work for?

Clark Stevens, Cmfc works for LPL Financial.

What is Clark Stevens, Cmfc's role at LPL Financial?

Clark Stevens, Cmfc is listed as Financial Advisor at LPL Financial.

What is Clark Stevens, Cmfc's email address?

AeroLeads has found 1 work email signal at @ifgsd.com for Clark Stevens, Cmfc at LPL Financial.

Where is Clark Stevens, Cmfc based?

Clark Stevens, Cmfc is based in Templeton, California, United States while working with LPL Financial.

What companies has Clark Stevens, Cmfc worked for?

Clark Stevens, Cmfc has worked for Lpl Financial, Independent Financial Group Llc, and Independent Financial Group.

Who are Clark Stevens, Cmfc's colleagues at LPL Financial?

Clark Stevens, Cmfc's colleagues at LPL Financial include Dennis Zaplin, Amanda Page, Deiona Davis, Shane Ryley, and Zineb Chahdane.

How can I contact Clark Stevens, Cmfc?

You can use AeroLeads to view verified contact signals for Clark Stevens, Cmfc at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Clark Stevens, Cmfc attend?

Clark Stevens, Cmfc holds Bachelor'S Degree, Public Relations/Business from San Jose State University.

What skills is Clark Stevens, Cmfc known for?

Clark Stevens, Cmfc is listed with skills including Investments, Retirement Planning, Series 7, Iras, Retirement, Wealth Management, Fixed Annuities, and Financial Advisory.

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