Bruce Clark, financial advisor Lone Tree CO

Bruce Clark

CRD Number: 2325438
Current Firm: Charles Schwab & Company, Inc.

Bruce Clark (CRD# 2325438) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO Apr 1995 - Current 29
Td Ameritrade Inc. Lone Tree, CO Oct 2023 - Jun 2024 < 1
Charles Schwab Bank Lone Tree, CO Oct 2005 - Jun 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Bruce D. Clark
Phone Number: 415-667-7000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning 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, 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, WY

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