Douglas Clark, financial advisor Sterling Heights MI
93 score

Douglas Clark

CRD Number: 3121591
Current Firm: The Mutual Fund Store

Douglas Clark (CRD# 3121591) is an Investment Advisor Representative working at The Mutual Fund Store in Sterling Heights, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tmfs Advisors, LLC Overland Park, KS Jul 2015 - Current 1
The Mutual Fund Store-detroit, LLC Overland Park, KS Nov 2006 - Aug 2015 8
Glp Investment Services, LLC Farmington Hills, MI Apr 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination May 2003
Contact Info for Douglas M. Clark
Phone Number: 913-319-8100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    8,138
    MILLIONS
  • Total Number of Accounts
    69,645
    ACCOUNTS
  • Average Account Value
    $116,844
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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