Clark PenneyCRD Number: 5539813
Current Firm: Cypress Wealth Services, LLC
Clark Penney (CRD# 5539813) is an Investment Advisor Representative working at Cypress Wealth Services, LLC in Palm Desert, CA and has over 9 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|Cypress Wealth Services, LLC||Palm Desert, CA||Jun 2017 - Current||< 1|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Apr 2014 - Current||4|
|Integrated Wealth Management, Inc.||Palm Desert, CA||Apr 2014 - Jul 2017||3|
|Morgan Stanley||Palm Springs, CA||Sep 2008 - Apr 2014||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Indian Wells, CA||May 2008 - Sep 2008||< 1|
|At&t||Tualatin, OR||Nov 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management507MILLIONS
Total Number of Accounts1,123ACCOUNTS
Average Account Value$451,380
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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