Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Willard Clark is a financial advisor with over 40 years of experience in the industry. Gary has been with Clark Planning & Investment Advisory since 1978 and has over 37 clients with a total of $10,663,289 in assets under management. Gary holds a Series 63 license and is registered in Alabama. Gary is also a Certified Financial Planner and a Chartered Financial Consultant. Gary provides financial planning and portfolio management services to individuals and families. Gary is also a Secretary/Treasurer for a pre-clinical biotechnology firm, Immunology Laboratories 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.
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.
A percentage of the total value of assets under management is charged.
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AL
10/16/2015 - Present
Clark Planning & Investment Advisory (BIRMINGHAM AL)
BC
Issued 11/18/1992
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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