Michael Clark, financial advisor Hendersonville NC

Michael Clark

CRD Number: 2862663
Current Firm: First Citizens Investor Services, Inc.

Michael Clark (CRD# 2862663) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Dec 2018 - Current 3
First Citizens Bank Hendersonville, NC Dec 2018 - Current 3
Fifth Third Securities Black Mountain, NC Nov 2017 - Current 4
Wells Fargo Clearing Services, LLC Hickory, NC Nov 2016 - Nov 2017 1
Wells Fargo Bank Hickory, NC Apr 2016 - Nov 2017 1
Wells Fargo Advisors Hickory, NC Apr 2016 - Nov 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville, SC Oct 2009 - Apr 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Michael D. Clark
Phone Number: 800-229-0205
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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