Crockett ClarkCRD Number: 6142436
Current Firm: Ubs Financial Services Inc.
Crockett Clark (CRD# 6142436) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 3 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Ubs Financial Services Inc.||Charlotte, NC||Dec 2012 - Current||4|
|Kennedy's Premium Bar & Grill||Charlotte, NC||May 2011 - Dec 2012||1|
|Cock N Bull||Columbia, SC||Jul 2009 - May 2011||1|
|University Of South Carolina||Columbia, SC||Aug 2007 - May 2011||3|
|North Mecklenburg High School||Huntersville, NC||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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