Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lawson Clark is a financial advisor at Venturi Private Wealth in Austin, Texas. George has been in the financial services industry since 1981. George has experience working with clients in a number of areas including charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, and individuals other than high-net-worth. George offers a variety of financial advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. George also has experience in the areas of fixed fees, hourly charges, subscription fees, percentage of assets, and performance-based fees.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
08/14/2015 - Present
Venturi Private Wealth (AUSTIN TX)
TX
06/06/2012 - 08/18/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
12/10/1993 - 12/19/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
11/09/1987 - 06/09/1989
LOMAS SECURITIES USA, INC. (HOUSTON TX)
NA
10/29/1984 - 11/09/1987
MPACT BROKERS INC.
NA
05/03/1984 - 10/26/1984
DREXEL BURNHAM LAMBERT INCORPORATED
NA
11/01/1981 - 05/22/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 06/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/27/1985
Series 4 - Registered Options Principal Examination
BC
Issued 04/15/1985
Series 24 - General Securities Principal Examination
BC
Issued 08/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure George Clark is the right advisor for you? Invested Better is here to help.
