Allan Clark, financial advisor Coeur D'Alene ID
96 score

Allan Clark

CRD Number: 1004171
Current Firm: Lincoln Investment

Allan Clark (CRD# 1004171) is an Investment Advisor Representative working at Lincoln Investment in Coeur D'Alene, ID and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Allan H. Clark Coeur D' Alene, ID Jul 2014 - Current 3
Allan H Clark, Clu Coeur D Alene, ID Mar 2009 - Current 8
Lincoln Investment Planning Renton, WA Jan 2009 - Current 8
Allan Harrison Clark Post Falls, ID Jul 1998 - Current 19
Linsco/private Ledger Corp. Phoenix, AZ Feb 1992 - Dec 2008 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
S65 NASAA Investment Advisors Law Examination Mar 1993
Contact Info for Allan H. Clark
Phone Number: 215-887-8111
Registered State(s):
  • ID
  • WA
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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