James Clark (CRD# 1225726) is an Investment Advisor Representative working at Worth Asset Management in Dallas, TX and has over 32 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Worth Asset Management LLC | Dallas, TX | Mar 2013 - Current | 11 |
| Worth Finanacial Group | Dallas, TX | May 2001 - Dec 2020 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
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- FL
- TX
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Total Assets Under Management274MILLIONS
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Total Number of Accounts368ACCOUNTS
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Average Account Value$745,860
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
FL, LA, TX
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