Lindy Clark (CRD# 1924181) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 35 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marker Ranch And Vineyard | Alvord, TX | Apr 2022 - Current | 2 |
| Netlaw, Inc. | Louisville, KY | Jan 2017 - Current | 7 |
| Wealthwave | Portland, OR | Jan 2016 - Current | 8 |
| Transamerica Financial Advisors, Inc. | Portland, OR | Jan 2012 - Current | 12 |
| Various Rental Properties | Aloha, OR | Dec 2009 - Current | 14 |
| Di Broker | Lake Oswego, OR | Dec 2009 - Current | 14 |
| Di Broker West | Tualatin, OR | Jan 2009 - Current | 15 |
| World Financial Group | Portland, OR | Apr 2002 - Current | 22 |
| Lfs, LLC | Portland, OR | Jan 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1989 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
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