Steve Clark (CRD# 2779872) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dothan, AL and has over 27 years of experience in the finance industry.
CRD# 5847202
Edward Jones
CRD# 5581397
First Advisors National, LLC
CRD# 4659105
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Dothan, AL | Mar 2020 - Current | 4 |
| Ameriprise Financial Services Inc. | Dothan, AL | Oct 2018 - Mar 2020 | 1 |
| Mcdonald & Hagen Wealth Management, LLC | Dothan, AL | Jul 2016 - Oct 2018 | 2 |
| Lpl Financial, LLC | Dothan, AL | Apr 2013 - Oct 2018 | 5 |
| Army Aviation Credit Union | Dothan, AL | Apr 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
- AL
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Educational seminars/workshops
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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