Shane Clark (CRD# 4987239) is an Investment Advisor Representative working at International Asset Management in Menlo Park, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Individual Asset Management, Inc. | Menlo Park, CA | Jul 2020 - Current | 3 |
Odyssey Wealth LLC | Sevilla, | Jan 2017 - Current | 7 |
Cross Border Planning | Brussels, | Oct 2016 - Jan 2017 | < 1 |
Fresh Minds Consulting | London, | Dec 2015 - Oct 2016 | < 1 |
Unemployed | London, | Jun 2015 - Nov 2015 | < 1 |
Strathclyde Business School | Glasgow, | Nov 2011 - May 2015 | 3 |
Strathclyde Business School | Glasgow, | Sep 2010 - May 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- CA
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts243ACCOUNTS
-
Average Account Value$345,679
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, TX
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