Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Matthew Clark is a financial advisor with over 18 years of experience in the industry. Brian is registered with Cross Financial Advisors, LLC, an independent investment advisor firm, and holds Series 6, 7, 63, and 66 licenses. Brian has a proven track record of success in providing investment advice and financial planning services to individuals, families, and businesses. Brian specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. Brian is committed to providing personalized service 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.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
06/29/2017 - Present
Cross Financial Advisors (BEAVERTON OR)
OR
04/01/2008 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTLAND OR)
OR
04/23/2003 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTLAND OR)
MA
07/12/1999 - 12/31/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
06/05/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 05/19/2008
Series 66 - Uniform Combined State 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 04/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Clark is the right advisor for you? Invested Better is here to help.
