Unclaimed
Angela Clark is a financial advisor with Independent Financial Group, LLC. Angela has been in the financial services industry since 2005. Her firm specializes in providing financial advice and portfolio management services to high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Angela is registered in the state of Illinois.
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.
Guidance on pension options to ensure a secure financial future.
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
IL
03/11/2024 - Present
Independent Financial Group, LLC (Flossmoor IL)
IL
09/20/2023 - 03/01/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IN
01/06/2022 - 06/01/2022
LION STREET FINANCIAL, LLC (MERRILLVILLE IN)
IL
05/04/2021 - 07/14/2021
MORGAN STANLEY (Orland Park IL)
IL
09/19/2019 - 02/21/2020
WINTRUST INVESTMENTS LLC (CHICAGO IL)
IL
04/12/2016 - 05/07/2019
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IN
07/18/2014 - 12/23/2015
LPL FINANCIAL LLC (HIGHLAND IN)
IL
09/06/2013 - 09/17/2013
OPPENHEIMER & CO. INC. (CHICAGO IL)
FL
11/15/2012 - 04/02/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IL
04/05/2012 - 02/11/2013
ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)
IL
06/01/2009 - 02/06/2012
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
03/01/2007 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
IL
01/23/2004 - 02/16/2007
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IL
02/25/2003 - 01/05/2004
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
IL
02/11/2002 - 02/07/2003
CHICAGO INVESTMENT GROUP, LLC (CHICAGO IL)
WI
02/27/1995 - 05/15/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
08/16/1994 - 11/21/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 09/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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