Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Howard Clark is a financial professional with over 30 years of experience in the industry. Danny Howard Clark is registered as a Broker/Dealer and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. in Lakeland, FL and has served as a representative of other firms such as Citigroup Global Markets Inc. and A. G. Edwards & Sons, Inc. Danny Howard Clark has also held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to his advisory work, Danny Howard Clark is also an independent insurance agent, a financial professional utilizing DBA name, and has an advisory role with Cambridge Investment Research, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation fees from 3rd party money managers
1
2
FL
09/29/2021 - Present
Cambridge Investment Research Advisors, Inc. (LAKELAND FL)
FL
09/20/2006 - 04/02/2009
CITIGROUP GLOBAL MARKETS INC. (LAKELAND FL)
FL
06/02/1995 - 09/12/2006
A. G. EDWARDS & SONS, INC. (WINTER HAVEN FL)
NY
12/26/1986 - 06/09/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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