Clark PenneyCRD Number: 5539813
Current Firm: Integrated Wealth Management, Inc.
Clark Penney (CRD# 5539813) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Palm Desert, CA and has over 8 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|Purshe Kaplan Sterling Investments||Albany, NY||Apr 2014 - Current||2|
|Integrated Wealth Managment||Palm Desert, CA||Apr 2014 - Current||2|
|Morgan Stanley||Palm Springs, CA||Sep 2008 - Apr 2014||5|
|Merrill Lynch||Indian Wells, CA||May 2008 - Sep 2008||< 1|
|At&t||Tualatin, OR||Nov 2007 - May 2008||< 1|
|Municipality Of Anchorage||Anchorage, AK||Jun 2007 - Nov 2007||< 1|
|Southern Oregon University||Ashland, OR||Sep 2004 - Jun 2007||2|
|United States Senate||Washington, DC||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management1,178MILLIONS
Total Number of Accounts3,770ACCOUNTS
Average Account Value$312,361
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AK, AZ, CA, CO, FL, ID, IL, NM, NV, NY, OR, TX, UT, WA