James Clark, financial advisor Dallas TX
81 score

James Clark

CRD Number: 1368707
Current Firm: Visionpoint Advisory Group

James Clark (CRD# 1368707) is an Investment Advisor Representative working at Visionpoint Advisory Group in Dallas, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Visionpoint Advisory Group, LLC Dallas, TX Jul 2015 - Current 1
Lpl Financial, LLC Dallas, TX Jul 2015 - Current 1
Prosperity Bank Dallas, TX May 2014 - Jul 2015 1
Cetera Investments Services LLC St Cloud, MN May 2014 - Jul 2015 1
Cetera Investment Advisers LLC Dallas, TX May 2014 - Jul 2015 1
Bosc, Inc. Dallas, TX Oct 2009 - May 2014 4
Bank Of Texas Dallas, TX Oct 2009 - May 2014 4
Sws Financial Services Dallas, TX Jan 2009 - Oct 2009 < 1
Jclark, Inc. Dallas, TX Sep 2005 - Sep 2009 4
Smh Capital Advisors Inc. Houston, TX Oct 2005 - Jan 2007 1
Sanders Morris Harris Inc. Houston, TX Sep 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Jan 1993
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for James R. Clark
Phone Number: 800-282-4032
Firm Website: http://www.vpadvisor.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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)
Types of Clients
Registered States


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