Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clark? Claim Your ProfileClark Leroy Permann is a financial professional with over 30 years of experience in the financial services industry. Clark has worked for several firms including Prudential Insurance Company of America, Pruco Securities Corporation, LPL Financial LLC, and CETERA ADVISOR NETWORKS LLC. Currently, Clark is an Investment Advisor Representative at CWM, LLC DBA CARSON PARTNERS. Clark is a Certified Financial Planner. Clark's current registrations include: Investment Advisor Representative in Texas and Investment Advisor Representative in Washington. Clark has passed the Series 6, 7, 24, 63 and 65 exams.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
WA
08/13/2020 - Present
CWM, LLC (Yakima WA)
WA
07/16/2020 - 05/06/2022
CETERA ADVISOR NETWORKS LLC (YAKIMA WA)
WA
05/14/1999 - 08/05/2020
LPL FINANCIAL LLC (YAKIMA WA)
NJ
10/07/1991 - 05/26/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/07/1991 - 12/21/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 03/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Clark Permann is the right advisor for you? Invested Better is here to help.
