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Jeffrey David Clark

Clark Financial LLC

Dallas, TX

CRD 5711156

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Employer firm

Clark Financial LLC CRD 151339

$230.0K regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Clark Financial Llc

Dallas, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-10-12
  • TX RA
    APPROVED
    Since 2009-10-12

Branch Locations

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clark Financial Llc Dallas TX 06/2009 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-07-17
  • S65 Uniform Investment Adviser Law Examination
    2009-07-17
Other Names
  • Jeffery David Clark

View on SEC IAPD

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