Bryan Clark, financial advisor Atascadero CA
83 score

Bryan Clark

CRD Number: 2987321
Current Firm: Madison Avenue Securities, LLC

Bryan Clark (CRD# 2987321) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Atascadero, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Madison Avenue Securities San Diego, CA May 2015 - Current 1
Preservation Capital Group Atascadero, CA May 2015 - Current 1
Coast Hills Credit Union Lompoc, CA Jun 2010 - May 2015 4
Lpl Financial Charlotte, NC Jun 2010 - May 2015 4
Unionbanc Investment Services Santa Maria, CA May 2010 - Jun 2010 < 1
Wachovia Securities, LLC Los Angeles, CA Oct 2007 - May 2010 2
Wm Financial Services, Inc. Stockton, CA Dec 2003 - Oct 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Jun 1998
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Bryan J. Clark
Phone Number: 888-627-7323
Firm Website: http://www.mas-bd.com
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    3,611
    ACCOUNTS
  • Average Account Value
    $91,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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