Kevin Clark (CRD# 2304158) is an Investment Advisor Representative working at Legacy Capital Wealth Partners, LLC in Little Rock, AR and has over 31 years of experience in the finance industry.
CRD# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Legacy Capital Wealth Partners, LLC | Little Rock, AR | Dec 2020 - Current | 3 |
Nea Financial Services, Llc Dba Nea Accounting | Jonesboro, AR | Jun 2011 - Current | 12 |
Trent Capital Management, Inc. | Little Rock, AR | Jul 2017 - Dec 2020 | 3 |
Signator Investors, Inc. | Jonesboro, AR | May 2016 - Jul 2017 | 1 |
Transamerica Financial Advisors, Inc. | Jonesboro, AR | Apr 2011 - May 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1993 |
S65 | NASAA Investment Advisors Law Examination | Jan 1996 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- AR
-
Total Assets Under Management1,128MILLIONS
-
Total Number of Accounts2,360ACCOUNTS
-
Average Account Value$478,016
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, IL, LA, MS, TX
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