Michael Clark, financial advisor Northfield IL

Michael Clark

CRD Number: 47737
Current Firm: M Holdings Securities, Inc.

Michael Clark (CRD# 47737) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Northfield, IL and has over 27 years of experience in the finance industry.

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Securities America Advisors, Inc.
Company Name Location Dates Years
Jamieson Financial Services, LLC Northfield, IL Jul 2011 - Current 11
M. Holdings Securities Inc. Portland, OR Mar 2001 - Current 21
Self Employed Dba Clark & Ennen Elmhurst, IL Nov 1989 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
Contact Info for Michael W. Clark
Phone Number: 800-656-6960
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,583
    MILLIONS
  • Total Number of Accounts
    9,704
    ACCOUNTS
  • Average Account Value
    $472,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, 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, VI, VT, WA, WI, WV, WY

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