Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernest? Claim Your ProfileErnest Clark is a financial advisor with over 48 years of experience in the financial services industry. He is currently registered with Merit Financial Advisors in Raleigh, NC. Ernest has held previous positions with LPL Financial LLC, Triad Advisors LLC, FSC Securities Corporation, Kavanaugh Securities, Inc., Cardell & Associates, Incorporated, and Capital Analysts, Incorporated. He has also passed the Series 65, 63, 24, 7TO, SIE, and 1 exams. Ernest provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
NC
06/22/2023 - Present
Merit Financial Advisors (Raleigh NC)
NC
06/16/2023 - 08/16/2024
LPL FINANCIAL LLC (RALEIGH NC)
NC
02/08/2012 - 06/20/2023
TRIAD ADVISORS LLC (RALEIGH NC)
NC
06/16/1992 - 02/10/2012
FSC SECURITIES CORPORATION (RALEIGH NC)
TX
10/21/1985 - 06/17/1992
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
09/11/1981 - 11/01/1985
CARDELL & ASSOCIATES, INCORPORATED
NA
07/01/1974 - 09/04/1981
CAPITAL ANALYSTS, INCORPORATED
IA
Issued 01/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Ernest Clark is the right advisor for you? Invested Better is here to help.
