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Clark W Newell

Lincoln Financial Distributors, Inc.

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About Clark W Newell

Clark Newell is a financial advisor with Lincoln Financial Distributors, Inc. located in Fort Wayne, Indiana. Clark has been in the financial services industry since August 20, 2006. Clark has a wide range of experience, including working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lincoln Financial Advisors Corporation.

Firm Information

Clark Newell is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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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Clark Newell’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

FL

05/29/2014 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)

FL

09/17/2008 - 10/17/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

FL

11/07/2005 - 07/15/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 12/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/04/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/04/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/25/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clark W Newell.
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