Clark Permann (CRD# 2182278) is an Investment Advisor Representative working at Cwm, LLC in Yakima, WA and has over 32 years of experience in the finance industry. Clark Permann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6464303
Valic Financial Advisors, Inc.
CRD# 3133629
Valic Financial Advisors, Inc.
CRD# 2378534
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, Llc Dba Carson Partners | Omaha, NE | Jul 2020 - Current | 3 |
| Cetera Advisor Networks | El Segundo, CA | Jul 2020 - Current | 3 |
| Financial Management Inc. | Yakima, WA | Apr 2000 - Current | 24 |
| Lpl Financial LLC | Yakima, WA | May 1999 - Jul 2020 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WA
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
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