Kevin R. Clark, CFP®, CIMA®
CRD Number: 5173809
Current Firm: Ameriprise Financial Services, LLC
Compensation Model: Both
Kevin Clark (CRD# 5173809) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Worthington, OH and has over 6 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Worthington, OH | Feb 2018 - Current | 6 |
Bank Of America N.a | Columbus, OH | Nov 2014 - Feb 2018 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus, OH | Sep 2014 - Feb 2018 | 3 |
Unemployed | Blacklick, OH | May 2014 - Sep 2014 | < 1 |
Fidelity Brokerage Services LLC | Covington, KY | Apr 2012 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2012 |
S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- OH
- TX
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Total Assets Under Management414,380MILLIONS
-
Total Number of Accounts1,953,584ACCOUNTS
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Average Account Value$212,113
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding your specific situation.
Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC.
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