Asa Ray 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

• 05/2016 → 09/2019
  Dutch Bros
  Medford, OR
• 09/2019 → 12/2024
  Oregon State University
  Corvallis, OR
• 06/2020 → 09/2020
  Chi Hospitality Group
  Jacksonville, OR
• 03/2021 → 09/2021
  Dutch Bros
  Medford, OR
• 09/2021 → 12/2021
  Jacksons Food Stores
  Corvallis, OR
• 12/2021 → 01/2022
  Dutch Bros
  Medford, OR
• 03/2023 → 03/2025
  Woodstocks Pizza
  Corvallis, OR
• 06/2022 → 12/2024
  Jefferson Spirits Bar
  Medford, OR
• 05/2025 → Present
  Lpl Financial Llc
  Medford, OR

Other Businesses

1. 05/15/2025- Lewellyn Wealth- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 06/20/2025

Exams

• S66 Uniform Combined State Law Examination
  2025-07-24