Gregory ClarkCRD Number: 3022625
Current Firm: Deutsche Bank Securities Inc.
Gregory Clark (CRD# 3022625) is an Investment Advisor Representative working at Deutsche Bank Securities Inc. in Miami, FL and has over 18 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Deutsche Bank Securities Inc.||Miami, FL||Jul 2011 - Current||5|
|Hsbs Securities (usa) Inc.||Miami Beach, FL||Feb 2008 - Jul 2011||3|
|London & Capital||Miami, FL||Feb 2007 - Dec 2007||< 1|
|Key Leads||Miami Beach, FL||Aug 2006 - Feb 2007||< 1|
|Miamispotlight.com||Miami Beach, FL||Mar 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 2004|
Total Assets Under Management5,524MILLIONS
Total Number of Accounts5,921ACCOUNTS
Average Account Value$932,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
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