Aaron Clark, financial advisor Holland MI
93 score

Aaron Clark

CRD Number: 5346975
Current Firm: Raymond James & Associates, Inc.

Aaron Clark (CRD# 5346975) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Holland, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Holland, MI Feb 2013 - Current 3
West Michigan Community Bank Hudsonville, MI Oct 2011 - Jan 2013 1
West Ottawa Public Schools Holland, MI Apr 2011 - Nov 2011 < 1
Raymond James & Associates, Inc. Holland, MI Oct 2010 - Aug 2011 < 1
West Ottawa Public Schools Holland, MI Aug 2008 - Oct 2010 2
Fellowship Reformed Church Holland, MI Aug 2007 - Oct 2010 3
Hope College Holland, MI Aug 2003 - May 2008 4
Hilliard Lyons Holland, MI Sep 2006 - Aug 2007 < 1
Holland Public Schools Holland, MI Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Aaron M. Clark
Phone Number: 727-567-1000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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