Clark Gilliland

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 09/2021 → 03/2025
  J.P. Morgan Securities Llc
  Scottsdale, AZ
• 09/2021 → 03/2025
  Jp Morgan Chase Bank, N.A.
  Scottsdale, AZ
• 02/2019 → 03/2021
  Wells Fargo
  Scottsdale, AZ
• 05/2018 → 09/2018
  Great Western Bank
  Scottsdale, AZ
• 01/2019 → 06/2019
  Eight Fingers Llc
  Scottsdale, AZ
• 03/2021 → 03/2024
  Arion Care Solutions
  Scottsdale, AZ
• 03/2015 → 10/2019
  Arion Care Solutions
  Scottsdale, AZ
• 10/2021 → 01/2022
  Life Events Llc
  Scottsdale, AZ
• 03/2021 → 03/2024
  Arion Care Services
  Scottsdale, AZ
• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ
• 03/2025 → Present
  Not My First Rodeo
  Scottsdale, AZ
• 04/2025 → Present
  Bank Of America, N.A.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-05-23
• S63 Uniform Securities Agent State Law Examination
  2022-02-16

Other Names

• Clark Gilliland
• Clark Keith Gilliland
• Clark K. Gilliland