Richard ClarkCRD Number: 1107170
Current Firm: Park Avenue Securities LLC
Richard Clark (CRD# 1107170) is an Investment Advisor Representative working at Park Avenue Securities LLC in Lancaster, PA and has over 14 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Ic Advisory Services, Inc.
|Park Avenue Securities||Lancaster, PA||Jun 2001 - Current||15|
|Guardian Life Insurance Company||Lancaster, PA||Apr 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV