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Eric Michael Clark

Accuvest Global Advisors, Inc.

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About Eric Michael Clark

Eric Michael Clark is a registered investment advisor representative with Accuvest Global Advisors, Inc. in Walnut Creek, California. Eric has been in the securities industry since 2002. Eric Michael Clark has passed the Series 63, Series 65 and Series 66 exams. Eric is also a registered representative with FINRA. Eric has previously been registered with Pacer Financial, Inc., Transamerica Capital, Inc., Lord Abbett Distributor LLC, IXIS Asset Management Distributors, L.P., Quasar Distributors, LLC, First Fund Distributors, Inc., and SunAmerica Securities, Inc. Eric holds a position as a company officer with Alpha Brands, LLC.

Firm Information

Eric Clark is currently registered with Accuvest Global Advisors, Inc.. Accuvest Global Advisors, Inc. is an investment advisor registered with the SEC, headquartered in Provo, Utah. They provide advisory services to individuals, investment companies, other investment advisors, and corporations. The firm manages approximately $517.95 million in assets for 310 clients. They offer portfolio management for individuals, investment companies, and other investment advisors. They also offer research and consulting services for other advisors.
Accuvest Global Advisors, Inc.

3575 N. 100 E.

PROVO, UT 84604

$517.95M

Assets Under Management

Not reported

Total Clients

3

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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research & consulting for other advisers

Research & consulting for other advisers

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Eric Clark’s Registration & Firm History

CA

08/10/2017 - Present

Accuvest Global Advisors, Inc. (Walnut Creek CA)

PA

04/19/2016 - 07/19/2016

PACER FINANCIAL, INC. (MALVERN PA)

CO

04/15/2014 - 10/21/2015

TRANSAMERICA CAPITAL, INC. (DENVER CO)

NJ

08/16/2013 - 04/23/2014

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

MA

01/02/2002 - 12/10/2004

IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)

ME

10/04/2001 - 12/06/2001

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

AZ

06/01/2001 - 10/04/2001

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

AZ

02/04/1999 - 06/23/1999

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

AZ

03/18/1996 - 10/29/1998

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

AZ

07/21/1995 - 12/31/1995

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NY

02/15/1995 - 06/09/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/06/2013

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/03/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Michael Clark.
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