Mary Clark, financial advisor Tallahassee FL

Mary Clark

CRD Number: 5404074
Current Firm: Lpl Financial LLC

Mary Clark (CRD# 5404074) is an Investment Advisor Representative working at Lpl Financial LLC in Tallahassee, FL and has over 13 years of experience in the finance industry. Mary 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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Professional Designations
Company Name Location Dates Years
Independent Advisor Alliance, LLC Tallahassee, FL Apr 2019 - Current 4
Lpl Financial, LLC Tallahassee, FL Oct 2016 - Current 7
Independent Financial Partners Tallahassee, FL Oct 2016 - Apr 2019 2
Barnes Capital Group Tallahassee, FL Oct 2014 - Mar 2019 4
Allen, Mooney & Barnes Brokerage Services Tallahassee, FL Jun 2010 - Aug 2016 6
Allen, Mooney & Barnes Investment Advisors Tallahassee, FL Jun 2010 - Aug 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Mary K. Clark
Phone Number: 704-733-3300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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