Dennis Clark, financial advisor Denver CO
90 score

Dennis Clark

CRD Number: 1410280
Current Firm: Shelton Capital Management

Dennis Clark (CRD# 1410280) is an Investment Advisor Representative working at Shelton Capital Management in Denver, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ccm Partners San Francisco, CA Jan 2011 - Current 5
Rfs Partners San Francisco, CA Jan 2011 - Current 5
Advisor Partners, LLC Lafayette, CA Dec 2009 - Dec 2010 1
Bellatore Financial, Inc. San Jose, CA Sep 2008 - Dec 2009 1
Advisor Partners, LLC Lafayette, CA Oct 2001 - Sep 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Dennis P. Clark
Phone Number: 415-398-2727
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,414
    MILLIONS
  • Total Number of Accounts
    428
    ACCOUNTS
  • Average Account Value
    $3,304,534
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

CA, CO, FL, IL, MA, MD, MI, MN, NY, OH, OK, OR, PA, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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