Gregory Lamar Clark

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 11/2024
  Pruco Securities, Llc.
  Chelsea, AL
• 10/2014 → 11/2024
  The Prudential Insurance Company Of America
  Chelsea, AL
• 11/2024 → Present
  Lpl Enterprise, Llc
  Ridgeland, MS

Previous Registrations

• 2014-10-29 → 2024-11-14
  Pruco Securities, Llc.
  Birmingham, AL
  Ridgeland, MS
  Chelsea, AL
• 2014-04-17 → 2014-10-23
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham, AL
• 2008-02-29 → 2014-04-04
  Msi Financial Services, Inc.
  Birmingham, AL
• 2002-12-13 → 2008-02-20
  Eagle Strategies Llc
  Birmingham, AL

Other Businesses

1) 11/11/2024 - Alabama State University - Outside/W-2 Employment, Alabama State University VP of Institutional Advancement - Manage the Advancement Operations of Alabama State University to include marketing & communications, development and Alumni Relations - not investment related - 96 hrs/mth - start date: 08/01/22

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-07
• S63 Uniform Securities Agent State Law Examination
  1997-10-16

Other Names

• Greg Clark