Timothy Clark, financial advisor Evergreen Park IL
96 score

Timothy Clark

CRD Number: 4479035
Current Firm: H.d. Vest Advisory Services, Inc.

Timothy Clark (CRD# 4479035) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Evergreen Park, IL and has over 14 years of experience in the finance industry. Timothy Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hd Vest Insurance Agency Inc. Irving, TX Jul 2016 - Current < 1
H.d. Vest Investment Services Evergreen Park, IL May 2003 - Current 13
H.d. Vest Advisory Services Chicago, IL May 2003 - Current 13
Clark Financial Services Evergreen Park, IL Oct 2000 - Current 16
Penn Mutual Life Horsham, PA Nov 2001 - Jul 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
Contact Info for Timothy J. Clark
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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