Zachary ClarkCRD 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.
Venture Visionary Partners LLC
|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|
Total Assets Under Management5,588MILLIONS
Total Number of Accounts29,073ACCOUNTS
Average Account Value$192,210
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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