Brandon M. Clark

Investment Advisor/ Head of Business Development

Brandon is an Investment Advisor and is the Head of Business Development at The Clark Group. He is responsible with giving financial advice and helping with the daily functions of the office. He takes pride in delivering excellent service and communicating with clients on how to accomplish their financial goals.

Brandon began his career in 2017 and spent the first year and a half out of college at William Morris Endeavor in the Motion Picture Talent Department. While he was at WME, he dealt and interacted with entertainers and creative minds on a daily basis, and had several clients of his own. After spending time in entertainment, he decided to make the jump to the securities industry and joined the Merrill Lynch trainee program in 2018. He obtained his Series 7 and Series 66 licenses while in the trainee program and gained pivotal experience dealing with clients.

Brandon graduated from the University of California San Diego with a B.A. in Communications and an emphasis in Business, and received an athletic scholarship to play on the NCAA tennis team. Brandon currently lives in Newport Beach on the Peninsula with his girlfriend, Zailey, and is a few steps away from the beach. In his free time, he enjoys playing tennis, reading books, going to concerts, and studying for the CFP.


Investment Updates

Company Info

24941 Dana Point Harbor Drive
Suite C210
Dana Point, CA 92629
Phone: 949-558-3898
Fax: 949-558-3901

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