Eric Clark (CRD# 2573554) is an Investment Advisor Representative working at Accuvest Global Advisors, Inc. in Walnut Creek, CA and has over 29 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alt Fund Distributors LLC | New York, NY | Jun 2017 - Current | 6 |
| Accuvest Global Advisors | Walnut Creek, CA | Jul 2016 - Current | 7 |
| Pacer Financial, Inc. | Paoli, PA | Apr 2016 - Jul 2016 | < 1 |
| Pacer Advisors, Inc. | Paoli, PA | Apr 2016 - Jul 2016 | < 1 |
| Alpha Brands, LLC | Carlsbad, CA | Oct 2015 - Apr 2016 | < 1 |
| Transamaerica Capital Inc. | Denver, CO | Apr 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- CA
-
Total Assets Under Management518MILLIONS
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$1,670,819
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Other
AK, CA, UT
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