Gary ClarkCRD Number: 5517652
Current Firm: Cps Investment Advisors
Gary Clark (CRD# 5517652) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 8 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Lpl Financial LLC
J. W. Cole Advisors, Inc.
|Cps Investment Advisors||Lakeland, FL||Feb 2007 - Current||10|
|Retirement Consultant||Lakeland, FL||Oct 2006 - Jan 2007||< 1|
|City Of Lakeland||Lakeland, FL||Mar 1993 - Sep 2006||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2009|
Total Assets Under Management917MILLIONS
Total Number of Accounts3,831ACCOUNTS
Average Account Value$239,472
- 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
- Educational seminars/workshops
AL, CA, CO, FL, GA, LA, MD, NC, NE, NY, OH, SC, TN, TX, VA