Daniel Clark, financial advisor Naples FL

Daniel Clark

CRD Number: 4518163
Current Firm: Ameriprise Financial Services, LLC

Daniel Clark (CRD# 4518163) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Naples, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Bettendorf, IA Mar 2020 - Current 4
Marketpathways Las Vegas, NV Jan 2007 - Current 17
Best Models And Talent Las Vegas, NV Sep 1999 - Current 24
Ameriprise Financial Services, Inc. Davenport, IA Mar 2002 - Mar 2020 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
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 Daniel R. Clark
Phone Number: 612-671-3131
Registered State(s):
  • FL
  • IA
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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