James Clark

Current Employers

Employment History

• 12/2009 → 06/2018
  Hd Vest Investment Services
  Detroit, MI
• 12/2006 → Present
  Clark Financial Services Llc
  Detroit, MI
• 07/2010 → 06/2018
  Hd Vest Advisory Services
  Detroit, MI
• 08/2018 → 10/2024
  Avantax Investment Services, Inc.
  Detroit, MI
• 08/2018 → 10/2024
  Avantax Advisory Services
  Detroit, MI
• 08/2018 → 10/2024
  Avantax Insurance Agency, Llc
  Detroit, MI
• 03/2008 → Present
  Rental Property
  Detroit, MI
• 10/2019 → Present
  Health Insurance
  Detroit, MI
• 02/2025 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2018-08-17 → 2024-10-24
  Avantax Advisory Services
  Detroit, MI
• 2010-08-16 → 2018-06-27
  Avantax Advisory Services
  Detroit, MI

Other Businesses

Clark Financial Services LLC~'NIR'~2711 E. Jefferson, Ste. 206~Detroit~MI~48207~Other~Owner~12/1/2006~90hrs~70hrs~Review Family and business client insurance to ensure coverages are up to date.|Rental Property~'NIR'~14167 Carlisle~Detroit~MI~48205~Rental Property~Owner~6/1/2012~1hrs~0hrs~Advertise through internet and news papers when property is vacant. Process applications for new applicants. Lease and inspect property for new move ins. On call for issues residents may have, such as home repairs.|Rental Property~'NIR'~12074 Kenmoor~Detroit~MI~48205~Rental Property~Owner~3/1/2008~8hrs~6hrs~Advertise through internet and newspaper when property is vacant. Process applicants for new Applications, lease and inspect property for new move ins. On call for issues resident my have, such as repairs.|HD Vest Insurance Agency, LLC~'IR'~6333 North State Highway 161, 4th Floor~Irving~TX~75038~Equity Indexed Annuity~Agent~8/7/2018~100hrs~80hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL).|HD Vest Insurance Agency, LLC~'IR'~6333 North State Highway 161, 4th Floor~Irving~TX~75038~Equity Indexed Annuity~Agent~8/17/2018~15hrs~9hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL).|Rental Property~'NIR'~17594 Warwick~Detroit~MI~48219~Rental Property~Owner~3/1/2008~8hrs~6hrs~Advertise through internet and newspaper when property is vacant. Process application for new applicants. Lease and inspect property for new move ins. On call for issues residents may have, such as home repairs.|Health Insurance~'NIR'~2711 E Jefferson Ave Ste 206~Detroit~MI~48207~Insurance Agent~Agent~10/10/2019~20hrs~20hrs~Setting appointments, giving presentation for individual concerning health Insurance.|

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-10
• S63 Uniform Securities Agent State Law Examination
  1993-02-08

Designations

Other Names

• James Clark
• James Clark