Ryan Clark, financial advisor Anaheim CA

Ryan Clark

CRD Number: 6280334
Current Firm: U.s. Bancorp Investments, Inc.

Ryan Clark (CRD# 6280334) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Anaheim, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Anaheim, CA May 2019 - Current 2
U.s. Bank Anaheim, CA May 2019 - Current 2
Wells Fargo Clearing Services, LLC Laguna Niguel, CA Nov 2016 - Apr 2019 2
Wells Fargo Bank Na Laguna Niguel, CA Jun 2014 - Apr 2019 4
Wells Fargo Advisors LLC Laguna Niguel, CA Jun 2014 - Nov 2016 2
Jp Morgan Securities LLC San Juan Capistrano, CA Dec 2013 - Jun 2014 < 1
Jp Morgan Chase Bank San Juan Capistrano, CA Dec 2013 - Jun 2014 < 1
Wells Fargo San Clemente, CA Apr 2012 - Dec 2013 1
Unemployed San Clemente, CA Nov 2011 - Apr 2012 < 1
Freds Dana Piont, CA May 2011 - Nov 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Ryan B. Clark
Phone Number: 800-888-4700
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    12,843
    MILLIONS
  • Total Number of Accounts
    48,357
    ACCOUNTS
  • Average Account Value
    $265,594
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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