Leif Clarke, financial advisor Ashland KY

Leif Clarke

CRD Number: 2714971
Current Firm: Leif Clarke Wealth Management, Inc.

Leif Clarke (CRD# 2714971) is an Investment Advisor Representative working at Leif Clarke Wealth Management, Inc. in Ashland, KY and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Leif Clarke Wealth Managment Inc. Ashland, KY Mar 2013 - Current 11
Private Client Services Louisville, KY Apr 2015 - Jun 2017 2
Purshe Kaplan Sterling Investments Albany, NY Apr 2005 - Apr 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S65 NASAA Investment Advisors Law Examination Jan 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Leif E. Clarke
Phone Number: 606-325-0055
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $241,642
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

KY

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