Brennan Clark, financial advisor Jackson MI
96 score

Brennan Clark

CRD Number: 5530391
Current Firm: Royal Alliance Associates, Inc.

Brennan Clark (CRD# 5530391) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Jackson, MI and has over 6 years of experience in the finance industry. Brennan 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
Royal Alliance Jackson, MI Dec 2009 - Current 7
Dvh Enterprises, Inc. Jackson, MI May 2009 - Current 7
Royal Alliance Associates Jackson, MI May 2009 - Dec 2009 < 1
Country Club Of Jackson Jackson, MI May 2009 - Dec 2009 < 1
Michigan State University East Lansing, MI Sep 2005 - May 2009 3
Royal Alliance Associates, Inc. Jackson, MI May 2008 - Aug 2008 < 1
Dvh Enterprises, Inc. Jackson, MI May 2008 - Aug 2008 < 1
Country Club Of Jackson Jackson, MI May 2007 - Aug 2007 < 1
Country Club Of Jackson Jackson, MI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Brennan M. Clark
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
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)
  • Educational seminars/workshops
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
96
Clean Record
This advisor has a clean track record with regulators.

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