Clark Planning & Investment Advisory

Clark Planning & Investment Advisory (CRD# 123020) is a financial advisory firm headquartered in Birmingham, AL. They manage $16,113,068 in 153 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Clark Planning & Investment Advisory
Showing 1 - 1 of 1 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 25 years of experience in the finance industry. Gary 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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