Alexander Clark

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2018 → 02/2022
  Edward Jones
  St Louis, MO
• 12/2017 → 06/2018
  Redbrick Restaurant
  Petaluma, CA
• 06/2012 → 12/2017
  Graffiti Restuarant
  Petaluma, CA
• 03/2022 → 07/2022
  Securities America, Inc.
  Santa Rosa, CA
• 03/2022 → 07/2022
  Arbor Point Advisors
  Santa Rosa, CA
• 07/2022 → Present
  Commonwealth Financial Network
  San Diego, CA
• 07/2022 → Present
  Censia Wealth Advisors
  Santa Rosa, CA

Previous Registrations

• 2022-03-04 → 2022-07-25
  Arbor Point Advisors
  Santa Rosa, CA
• 2018-10-05 → 2022-02-14
  Edward Jones
  Petaluma, CA
  St Louis, MO
  Petaluma, CA
  Petaluma, CA
  Petaluma, CA

Other Businesses

Fixed insurance sales; as of 07/25/2022; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-04

Other Names

• Alex Edward Clark
• Alexander Edward Clark