James Clark (CRD# 1471379) is an Investment Advisor Representative working at Belleair Asset Management, LLC in Belleair Bluffs, FL and has over 27 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belleair Asset Management, LLC | Belleair Bluffs, FL | Oct 2017 - Current | 6 |
| Belleair Tax Consultants | Belleair Bluffs, FL | Oct 2017 - Current | 6 |
| Ipi Wealth Management, Inc. | Decatur, IL | May 2013 - Dec 2017 | 4 |
| Investment Planners Inc. | Decatur, IL | May 2013 - Dec 2017 | 4 |
| Home Income Tax Service Inc. | Belleair Bluffs, FL | Jan 2009 - Dec 2017 | 8 |
| Belleair Asset Management, Inc. | Belleair Bluffs, FL | Sep 2005 - Dec 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- FL
- TX
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts349ACCOUNTS
-
Average Account Value$618,513
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, TX
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