Alexander Clark (CRD# 6992471) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 5 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5598677
Mai Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Jul 2022 - Current | 1 |
| Censia Wealth Advisors | Santa Rosa, CA | Jul 2022 - Current | 1 |
| Securities America, Inc. | Santa Rosa, CA | Mar 2022 - Jul 2022 | < 1 |
| Arbor Point Advisors | Santa Rosa, CA | Mar 2022 - Jul 2022 | < 1 |
| Edward Jones | St Louis, MO | Aug 2018 - Feb 2022 | 3 |
| Redbrick Restaurant | Petaluma, CA | Dec 2017 - Jun 2018 | < 1 |
| Graffiti Restuarant | Petaluma, CA | Jun 2012 - Dec 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- CA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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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