Shane K Clark

Employer firm

International Asset Management CRD 123418

$173M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PORTFOLIO ANALYSIS

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

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

Current Employers

Employment History

• 12/2015 → 10/2016
  Fresh Minds Consulting
  London
• 10/2016 → 01/2017
  Cross Border Planning
  Brussels
• 01/2017 → Present
  Odyssey Wealth Llc
  Sevilla
• 07/2020 → Present
  Individual Asset Management, Inc.
  Menlo Park, CA

Other Businesses

Odyssey Wealth, 01/2017 to Present, Investment Advisor Representative/Chief Compliance Officer

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-29