Phillip Lloyd Clark

Employer firm

Omnistar Financial Group, Inc. CRD 138515

$286M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2012 → Present
  Omnistar Financial Group
  Wilmington, NC

Previous Registrations

• 2006-02-22 → 2008-12-31
  Omnistar Financial Group, Inc.
  Hickory, NC
• 2004-02-23 → 2006-02-22
  On Investment Management Co
  Hickory, NC
• 2002-09-12 → 2004-02-27
  Lpl Financial Llc
  Hickory, NC
• 2001-12-31 → 2002-09-09
  Carillon Investments, Inc.
  Cincinnati, OH

Other Businesses

1)SUNNY DAY FOOD LLC.; 1125 A MILITARY CUTOFF RD. WILMINGTON, NC 28405; DECEMBER 2017- CURRENT; FOOD SERVICE; POSITION- INVESTOR; ESTIMATED ANNUAL INCOME - $20,000.00; NO DUTIES ASSOCIATED; PASSIVE INCOME; 2) PC RENTALS; REAL ESTATE FOR BEACH RENTAL PROPERTY; 2007-CURRENT; MANAGEMENT COMPANY HANDLES ALL DUTIES ASSOCIATED; 8017 MARSH REACH DR. WILMINGTON, NC 28411; PASSIVE INVESTMENT. 3) I AM A LICENSED INSURANCE AGENT

Exams

• S66 Uniform Combined State Law Examination
  2000-07-17
• S63 Uniform Securities Agent State Law Examination
  1998-10-09

Other Names

• Phillip L Clark