Gary Willard Clark

Employer firm

Clark Planning & Investment Advisory CRD 123020

$10.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/1978 → Present
  Clark Planning & Investment Advisory
  Birmingham, AL

Previous Registrations

• 1999-12-31 → 2025-12-31
  Clark Planning & Investment Advisory
  Birmingham, AL

Other Businesses

IMMUNOLOGY LABORATORIES INC. IS NOT INVESTMENT RELATED. THE ADDRESS IS 1900 PROVIDENCE PARK SUITE 200 BIRMINGHAM AL 35242. THIS IS A SMALL, CLOSELY HELD PRE-CLINICAL BIOTECHNOLOGY FIRM. I AM THE SECRETARY/TREASURER. THE COMPANY WAS INCORPORATED 02/02/1998 AND I WAS ONE OF THE ORIGINAL INCORPORATORS. I DEVOTE APPROXIMATELY 12 HOURS PER MONTH TO THE COMPANY. APPROXIMATELY 6 HOURS PER MONTH WOULD BE DURING TRADING HOURS. I AM RESPONSIBLE FOR RECORD KEEPING, ACCOUNTING AND GENERAL BUSINESS ADMINISTRATION. I prepare tax returns.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-11-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Gary Clark