Terrie Clark (CRD# 4270703) is an Investment Advisor Representative working at Lpl Financial LLC in Stockbridge, GA and has over 23 years of experience in the finance industry.
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Stockbridge, GA | Jul 2021 - Current | 2 |
| Indigo Financial | Roswell, GA | Mar 2019 - Current | 5 |
| Tc3 Management Inc. | Rex, GA | Jan 2019 - Current | 5 |
| Terrie & Micky Clark | Rex, GA | Feb 2005 - Current | 19 |
| Waddell & Reed, Inc. | Stockbridge, GA | Oct 2011 - Jul 2021 | 9 |
| Various Insurance Carriers For W&r Insurance Agencies | Rex, GA | Oct 2011 - Jul 2021 | 9 |
| Arts Clayton Inc. | Jonesboro, GA | Jan 2014 - Jan 2018 | 4 |
| Mary Kay Inc. | Addison, TX | Feb 2014 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- GA
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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)
- Educational seminars/workshops
- Other
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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