Alexandra Clark (CRD# 6705963) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 7 years of experience in the finance industry.
CRD# 3017990
Lincoln Investment
CRD# 1034308
Mml Investors Services, LLC
CRD# 2629994
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Philadelphia Country Club | Gladwyne, PA | Oct 2021 - Current | 2 |
| The Vanguard Group, Inc. | Malvern, PA | Sep 2016 - Current | 7 |
| Philadelphia Country Club | Gladwyne, PA | Jun 2016 - Sep 2016 | < 1 |
| Barbour | Ardmore, PA | Jun 2016 - Sep 2016 | < 1 |
| Lower Merion School District | Ardmore, PA | Sep 2013 - May 2016 | 2 |
| Cynwyd Club | Bala Cynwyd, PA | May 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- PA
- TX
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Total Assets Under Management333,067MILLIONS
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Total Number of Accounts804,462ACCOUNTS
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Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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