Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Clark is a financial professional with over 20 years of experience in the financial services industry. Gary has worked with a variety of firms including Edward Jones, Nationwide Securities, LLC, and NYLIFE Securities LLC. Gary is currently registered with Soar Financial LLC and is based in Murfreesboro, TN. Gary's areas of specialization include financial planning and portfolio management for individuals. Gary works with a variety of clients including individuals, high-net-worth individuals, and pension and profit-sharing plans. Gary is committed to providing his clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
1
2
TN
09/04/2024 - Present
Soar Financial LLC (MURFREESBORO TN)
MD
04/10/2020 - 05/30/2023
NYLIFE SECURITIES LLC (HAGERSTOWN MD)
IN
05/23/2023 - 05/24/2023
AMERICAN TRUST INVESTMENT SERVICES, INC. (WHITING IN)
MD
08/01/2008 - 03/25/2020
NATIONWIDE SECURITIES, LLC (WALKERSVILLE MD)
MD
02/27/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (HAGERSTOWN MD)
MD
06/24/2003 - 02/28/2007
EDWARD JONES (MIDDLETOWN MD)
CO
08/07/2001 - 12/31/2001
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 01/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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