Isabella Kathryn Clark

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 11/2023 → 12/2024
  Tractor Supply
  Jacksonville, NC
• 08/2023 → 11/2023
  Unemployed
  Jacksonville, NC
• 06/2023 → 08/2023
  The Lucky Duck
  Fort Mill, SC
• 09/2019 → 05/2023
  Winthrop University
  Rock Hill, SC
• 08/2016 → 08/2019
  White Oak High School
  Jacksonville, NC
• 01/2025 → 02/2025
  Principal Securites Inc
  Charlotte, NC
• 01/2025 → 02/2025
  Principal Life Insurance Co
  Charlotte, NC
• 04/2025 → Present
  Lpl Financial Llc
  Fort Mill, SC

Exams

• S66 Uniform Combined State Law Examination
  2026-01-30

Other Names

• Isabella Clark
• Isabella Kathryn Clark
• Isabella Katthryn Clark