David Clark (CRD# 1122916) is an Investment Advisor Representative working at Everett Harris & Co in Los Angeles, CA and has over 37 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Everett Harris & Company | Los Angeles, CA | Jan 1990 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
- CA
- TX
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Total Assets Under Management10,042MILLIONS
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Total Number of Accounts1,784ACCOUNTS
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Average Account Value$5,628,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, IL, LA, MA, NC, NH, NJ, NV, NY, OR, TX, UT, WA
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