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Gerald Lowell Clark

THE Leaders Group, Inc.

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About Gerald Lowell Clark

Gerald Lowell Clark has been in the financial industry since 1987. He is currently registered with The Leaders Group, Inc. and has held previous registrations with Raymond James & Associates, Inc., Woodbury Financial Services, Inc., Hartford Equity Sales Company Inc., Intersecurities, Inc., Penn Mutual Equity Services, Inc., Monarch Securities, Inc., and Pruco Securities Corporation.

Firm Information

Gerald Clark is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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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Gerald Clark’s Registration & Firm History

CO

06/10/2019 - Present

THE Leaders Group, Inc. (LITTLETON CO)

FL

02/02/2017 - 04/12/2019

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

KS

04/17/2009 - 12/31/2016

WOODBURY FINANCIAL SERVICES, INC. (KANSAS CITY KS)

CT

01/22/1997 - 04/09/2009

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

CT

01/23/1994 - 01/22/1997

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

FL

05/07/1992 - 01/05/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

PA

02/05/1992 - 05/11/1992

PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)

NA

06/24/1987 - 01/31/1992

MONARCH SECURITIES, INC.

NA

03/11/1987 - 06/04/1987

PRUCO SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 12/08/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2009

Series 7 - General Securities Representative Examination

BC

Issued 03/10/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald Lowell Clark.
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