Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Harrison Clark is a financial advisor with Lincoln Investment. Allan has been in the industry since 1981 and has extensive experience with various financial products. Allan Clark has a wide range of experience working with individuals, businesses, and charitable organizations, specializing in portfolio management and financial planning. Allan Harrison Clark is committed to providing personalized advice and helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/02/2009 - Present
Lincoln Investment (Indio CA)
ID
09/22/1992 - 01/02/2009
LPL FINANCIAL CORPORATION (POST FALLS ID)
IL
11/06/1990 - 09/29/1992
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
AZ
06/18/1989 - 11/08/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
05/11/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
09/18/1981 - 03/31/1987
FRANKLIN FINANCIAL SERVICES CORPORATION
IA
Issued 03/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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