Tony Dale Clark

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Florence, AL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Florence, AL

Other Businesses

Real Estate Ownership; Single Family; 720 Sherrod Lane Tuscumbia, AL 35674, ,; Investment-Related; 03/16/2017 / Single Family; 24825 U S Hwy 43 N Hamilton, AL35570, ,; Investment-Related; 03/08/2019 / Single Family; 223 Duncan Avenue Killen, AL 35645, ,; Investment-Related; 09/07/2017 / Single Family; 597 Brown Street Sulligent, AL 35586, ,; Investment-Related; 01/26/2018 / Single Family; 256 Strawberry StHamilton, AL 35570, ,; Investment-Related; 09/27/2018 / Single Family; 59109 Hwy 17, , Sulligent, AL, 35586; Investment-Related; 11/19/2021 / Single Family; 578 County Hwy 3, , Guin, AL, 35563; Investment-Related; 01/09/2023 / Multi-Family; 134 Sycamore Ave, , Winfield, AL, 35594; Investment-Related; 05/11/2023 / Single Family; 2061 Abernathy RdSulligent, AL 35586, ,; Investment-Related; 09/27/2018 / Single Family; 259 Pandora Dr, , Columbus, MS, 39702; Investment-Related; 07/15/2022 / Single Family; 236 Pandora Dr, , Columbus, MS, 39702; Investment-Related; 06/22/2023 / Single Family; 29 Citizens St, , Belmont, MS, 38827; Investment-Related; 09/26/2024 / Single Family; 457 9th Street N Guin, AL 35563, ,; Investment-Related; 08/28/2017. Business Ownership; C C PROPERTIES LLC; ; REAL ESTATE PURCHASES, SALES AND RENTALS; P O BOX 615 SULLIGENT AL 35586, ,; Not Investment-Related; 08/20/2014; 1 to 9 hours per month; 1 to 9 during trading hours / CLARK FINANCIAL SERVICES INC; ; Tax Preparation; P O BOX 615SULLIGENT AL 35586, ,; ; ; 20 to 39 hours per month; . Board of Directors; CLARK FINANCIAL SERVICES INC; DIRECTOR; P O BOX 615SULLIGENT, AL 35586, ,; ; ; 1 to 9 hours per month; . Outside Employment; CLARK FINANCIAL SERVICES INC; PRESIDENT - CPA -; Tax Preparation; P O BOX 615SULLIGENT AL 35586, ,; ; ; 20 to 39 hours per month; .

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-08