Phillip Clark (CRD# 3044343) is an Investment Advisor Representative working at Omnistar Financial Group, Inc. in Hickory, NC and has over 25 years of experience in the finance industry.
CRD# 7063689
Edward Jones
CRD# 5699012
Edward Jones
CRD# 5699016
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Omni Star Finacial Group | Hickory, NC | Aug 2012 - Current | 11 |
| Purshe Kaplan Sterling | Albany, NY | May 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- TX
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Total Assets Under Management185MILLIONS
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Total Number of Accounts754ACCOUNTS
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Average Account Value$244,805
- 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
- Pension consulting services
NC, SC, TX
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