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Alice Clara-mae Amick

CLG LLC

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About Alice Clara-mae Amick

Alice Clara-mae Amick is a registered representative with Clg Llc. Alice has been in the financial industry since 2006. Alice is licensed to offer investment advisory services in several states including California, Alabama, Arizona, Colorado, Florida, Idaho, Missouri, New Mexico, New York, North Carolina, Oregon, Tennessee, Texas, and Washington. Alice has passed the Series 66, Series 7, and SIE exams. Alice is also a licensed insurance agent in California. In addition to her work with Clg Llc, Alice is also affiliated with Cetera Investment Advisors LLC. Alice's experience and qualifications make her a valuable resource for clients seeking financial advice and planning.

Firm Information

Alice Amick is currently registered with CLG LLC. CLG LLC is a registered investment advisor headquartered in Long Beach, CA. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. CLG LLC manages approximately $953 million in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
CLG LLC

4821 E 2ND STREET

LONG BEACH, CA 90803

$953.82M

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Recurring fee

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Alice Amick’s Registration & Firm History

CA

09/28/2023 - Present

CLG LLC (Whittier CA)

CA

04/05/2006 - 12/31/2023

CETERA ADVISOR NETWORKS LLC (WHITTIER CA)

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Licenses & Designations

BOTH

Issued 12/07/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alice Clara-mae Amick.
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