Zachary Clark, financial advisor Tecumseh MI

Zachary Clark

CRD Number: 6203333
Current Firm: Spc

Zachary Clark (CRD# 6203333) is an Investment Advisor Representative working at Spc in Tecumseh, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sigma Planning Corporation Ann Arbor, MI Jan 2020 - Current 1
Sigma Financial Corporation Ann Arbor, MI Mar 2019 - Current 2
Clark Financial Services Tecumseh, MI Oct 2013 - Current 8
Bob Evans Adrian, MI Jun 2012 - Oct 2013 1
Curtis Metal Sterling Heights, MI Mar 2012 - Jun 2012 < 1
Central Michigan University Mt Pleasant, MI Sep 2009 - Mar 2012 2
Jackson Community College Adrian, MI Mar 2009 - Feb 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Zachary Clark
Phone Number: 734-663-1611
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    5,588
    MILLIONS
  • Total Number of Accounts
    29,073
    ACCOUNTS
  • Average Account Value
    $192,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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