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Howard Marvin Clark

Chf Wealth Management, LLC

Lafayette, LA

CRD 3183615

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Employer firm

Chf Wealth Management, LLC CRD 139331

195 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Chf Wealth Management, Llc

201 Rue Iberville, Suite 710, Lafayette, LA 70508 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-05-20
LA RA APPROVED 2011-08-15
  • TX RA
    APPROVED_RES
    Since 2014-05-20
  • LA RA
    APPROVED
    Since 2011-08-15

Branch Locations

201 Rue Iberville, Suite 710, Lafayette, LA 70508 • 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, Hanes & Faul, Llc Lafayette LA 01/2003 Present
Chf Wealth Management, Llc Lafayette LA 12/2005 Present
Previous Registrations
  • 2002-11-04 → 2009-01-20
    1St Global Advisors Inc
    Lafayette, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-02
  • S66 Uniform Combined State Law Examination
    2000-06-02
Designations
  • Personal Financial Specialist

View on SEC IAPD

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Nearby Investors

Michael Shane Goff
Andre Charles Stafford
ELIAS ANTONIO RAMIREZ

Nearby Offices

PROSPERA FINANCIAL SERVICES, INC. · Lafayette, LA
LPL FINANCIAL LLC · LAFAYETTE, LA
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