Todd ClarkCRD Number: 3168322
Current Firm: Atlas Capital Management Corp
Todd Clark (CRD# 3168322) is an Investment Advisor Representative working at Atlas Capital Management Corp in Fort Wayne, IN and has over 15 years of experience in the finance industry.
Ami Investment Management Inc.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Atlas Capital Management Corp||Fort Wayne, IN||Oct 2015 - Current||2|
|American Portfolios||Fort Wayne, IN||Jun 2007 - Oct 2015||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Nov 2002|
Total Assets Under Management131MILLIONS
Total Number of Accounts2,638ACCOUNTS
Average Account Value$49,751
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WI
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