Brian Clark, financial advisor Beaverton OR
93 score

Brian Clark

CRD Number: 3051523
Current Firm: Cross Financial Advisors

Brian Clark (CRD# 3051523) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cross Financial Advisors, LLC Beaverton, OR May 2017 - Current 1
Lpl Financial LLC Beaverton, OR Apr 2009 - Current 9
Banc Of America Investment Services, Inc. Portland, OR Apr 2008 - Mar 2009 < 1
Banc Of America Insurance Services, Inc. Portland, OR Apr 2008 - Mar 2009 < 1
Bank Of America, N.a. Springfield, OR Jun 1995 - Mar 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Brian M. Clark
Phone Number: (503) 430-0563
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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