Katherine Clark, financial advisor Bridgeport WV

Katherine Clark

CRD Number: 6224325
Current Firm: Ameriprise Financial Services, LLC

Katherine Clark (CRD# 6224325) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bridgeport, WV and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Clarksburg, WV Jul 2013 - Current 8
Curves Clarksburg, WV Jul 2011 - Jul 2013 2
West Virginia University Morgantown, WV Jan 2011 - May 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Katherine A. Clark
Phone Number: 612-671-3131
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
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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