David Clark, financial advisor Lexington MA
93 score

David Clark

CRD Number: 5515956
Current Firm: Bts Asset Management, Inc.

David Clark (CRD# 5515956) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lexington, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bts Asset Management, Inc. Lexington, MA Aug 2011 - Current 5
Bts Securities Corporation Lexington, MA Aug 2011 - Current 5
Unemployed Woburn, MA May 2011 - Aug 2011 < 1
Byallaccounts Woburn, MA Mar 2011 - May 2011 < 1
Pioneer Funds Distributor, Inc. Boston, MA Apr 2008 - Mar 2011 2
Pioneer Investment Management Shareholder Services, Inc. Boston, MA Jun 2007 - Apr 2008 < 1
Psg Boston, MA Feb 2007 - Jun 2007 < 1
Uno Chicago Bar And Grille Nashua, NH Nov 2005 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for David P. Clark
Phone Number: 781-863-2545
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,373
    MILLIONS
  • Total Number of Accounts
    9,620
    ACCOUNTS
  • Average Account Value
    $142,684
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Market timing services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, 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, 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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