Kimberly ClarkCRD Number: 6274658
Current Firm: Waddell & Reed
Kimberly Clark (CRD# 6274658) is an Investment Advisor Representative working at Waddell & Reed in Evergreen Park, IL and has over 4 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
|Deborah Chinnapillai||Evergreen Park, IL||Feb 2017 - Current||1|
|St Ignatius College Prep||Chicago, IL||Nov 2016 - Current||1|
|South Chicago Parents & Friends, Inc.||Chicago, IL||Nov 2016 - Current||1|
|Literacy Works||Chicago, IL||Nov 2016 - Current||1|
|Various Insurance Carriers For W&r Insurance Agencies||Chicago, IL||Jan 2014 - Current||4|
|Waddell & Reed Inc.||Evergreen Park, IL||Dec 2013 - Current||4|
|South Chicago Chamber Of Commerce||Chicago, IL||Jan 2015 - Mar 2017||2|
|Center For Economic Progress||Chicago, IL||Jan 2015 - Oct 2016||1|
|Unemployed||Chicago, IL||Nov 2013 - Dec 2013||< 1|
|University Of Il||Chicago, IL||Oct 2001 - Nov 2013||12|
|Play It Smart||Chicago, IL||Sep 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- 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 businesses (other than small businesses) or institutional clients
- 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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