Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ray Clark is a financial advisor with State Farm Investment Management Corp. David has been in the industry since 2006 and has been registered with the state of Colorado since 2024. David is a registered representative with FINRA and has a Series 7, Series 6, Series 63, and Series 66 license. David specializes in providing portfolio management services for individuals and investment companies. In addition to his work with State Farm Investment Management Corp., David is also an insurance agent for Patrick Hall's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CO
06/05/2024 - Present
State Farm Investment Management Corp. (Monument CO)
CO
08/30/2023 - 12/19/2023
COMMONWEALTH FINANCIAL NETWORK (Colorado Springs CO)
CO
03/15/2022 - 03/24/2023
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
TX
09/08/2000 - 06/06/2016
FARMERS FINANCIAL SOLUTIONS, LLC (HOUSTON TX)
IL
09/13/1999 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BOTH
Issued 04/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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