Avereigh
Clarke
Exponent Wealth
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About this Advisor
Avereigh Clarke is a financial advisor based in Orem, Utah, working with Exponent Wealth. Avereigh has previously held positions at Iconiq Capital, Merrill Lynch, Crewe Capital, Brio Energy, Leaper, Epiq Capital Group LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Global Financial Advisors, Brigham Young University, Bank Of America, N.A, Drive Wealth Advisers, and Exponent Wealth. Avereigh has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Utah. Currently, Avereigh is part of Exponent Wealth, which operates out of Orem, Utah. The firm has 2 employees and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Exponent Wealth includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Exponent Wealth Brokerage Details
2
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Avereigh Clarke Work History
Exponent Wealth
Drive Wealth Advisers
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Epiq Capital Group LLC
Iconiq Capital
Merrill Lynch
Crewe Capital
Leaper
Global Financial Advisors
Global Financial Advisors
Brio Energy
Leaper
Brigham Young University
Disclosures
Please visit the SEC profile of Avereigh Clarke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Exponent Wealth
Provo, UT
Lindon, UT
Orem, UT
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