Clark Planning & Investment Advisory

Clark Planning & Investment Advisory (CRD# 123020) is a financial advisory firm headquartered in Birmingham, AL. They manage $11,891,648 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

1900 Providence Park, Suite 200, Birmingham, AL 35242

http://www.clarkplanning.com

By the Numbers

Total Assets Under Management

12

MILLION
Total Number of Accounts

95

ACCOUNTS
Average Account Value

$125,175

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Clark Planning & Investment Advisory

Showing 1 - 2 of 2 top financial advisors.

Gary W. Clark

CRD#: 2303344

1900 Providence Park, Suite 200, Birmingham, AL 35242

Gary Clark (CRD# 2303344) is an Investment Advisor Representative working at Clark Planning & Investment Advisory in Birmingham, AL and has over 31 years of experience in the finance industry.

Jenny M. Clark

CRD#: 7303457

1900 Providence Park, Suite 200, Birmingham, AL 35242

Jenny Clark (CRD# 7303457) is an Investment Advisor Representative working at Clark Planning & Investment Advisory in Birmingham, AL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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