Samuel ClarkCRD Number: 6152856
Current Firm: Stifel, Nicolaus & Company, Incorporated
Samuel Clark (CRD# 6152856) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Corpus Christi, TX and has over 2 years of experience in the finance industry. Samuel Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
|Stifel||Corpus Christi, TX||Jan 2013 - Current||8|
|Texas A&m University Of Corpus Christi||Corpus Christi, TX||Aug 2011 - May 2015||3|
|Don Cunningham Land Surveying||N/a, PA||May 2013 - Aug 2013||< 1|
|Don Cunningham Land Surveying||N/a, PA||May 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management117,820MILLIONS
Total Number of Accounts279,563ACCOUNTS
Average Account Value$421,444
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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