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What is Clark Financial Advisors relationship with Fidelity?

April 26, 2017clark financial advisors Fidelity relationship

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What is Clark Financial Advisors relationship with Fidelity?

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A. Clark Financial Advisors is the Registered Investment Advisor acting as the advisor on the accounts. Fidelity acts as the custodian of the firm’s client’s accounts. Fidelity’s primary role is to provide back office support.