Clark Financial Advisors

Clark Financial Advisors (CRD# 110955) is a financial advisory firm headquartered in Birmingham, AL. They manage $186,848,000 in 983 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    983
    ACCOUNTS
  • Average Account Value
    $190,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, MS, TN, TX

Financial Advisors at Clark Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Brooklyn L. Clark
CRD#: 6855971
1400 Urban Center Drive, Suite 430, Birmingham, AL 35242
87
Wealthminder
score

Brooklyn Clark (CRD# 6855971) is an Investment Advisor Representative working at Clark Financial Advisors in Birmingham, AL and has 1 year of experience in the finance industry.

2
Marion B. Clark
CRD#: 1093047
850 Corporate Parkway, Suite 110, Birmingham, AL 35242
86
Wealthminder
score

Marion Clark (CRD# 1093047) is an Investment Advisor Representative working at Clark Financial Advisors in Birmingham, AL and has over 34 years of experience in the finance industry. Marion Clark 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.

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