Scott Clark (CRD# 2073208) is an Investment Advisor Representative working at Lpl Financial LLC in Wellsboror, PA and has over 33 years of experience in the finance industry.
CRD# 2758356
Ameriprise Financial Services, LLC
CRD# 2449121
Cadaret Grant & Co Inc.
CRD# 6908866
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Wellsboro, PA | Mar 2023 - Current | 1 |
| Citizens & Northern Bank | Wellsboro, PA | Aug 2020 - Current | 3 |
| Cetera Investment Services LLC | St.cloud, MN | Aug 2020 - Mar 2023 | 2 |
| Cetera Investment Advisers LLC | Wellsboro, PA | Aug 2020 - Mar 2023 | 2 |
| Wheeland Lumber Company, Inc. | Liberty, PA | Oct 2018 - Aug 2020 | 1 |
| M&t Securities, Inc. | Buffalo, NY | Oct 2000 - Sep 2018 | 17 |
| M&t Bank | Buffalo, NY | Jul 2008 - Jul 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- PA
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Total Assets Under Management463,475MILLIONS
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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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