Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Clark is a financial professional with over 40 years of experience in the financial services industry. He is a registered representative of Private Advisor Group, LLC and a Registered Investment Advisor. James Clark specializes in providing financial planning and investment management services to individuals, families, and businesses. James Clark has a strong track record of helping clients achieve their financial goals. He is committed to providing personalized and comprehensive financial advice to each of his clients.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
02/22/2018 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
08/31/1998 - 02/14/2018
SII INVESTMENTS, INC. (ROSEMONT PA)
AZ
02/12/1996 - 09/04/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
03/08/1995 - 02/23/1996
MELHADO, FLYNN & ASSOCIATES, INC. (NEW YORK NY)
IN
09/23/1993 - 03/07/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
01/05/1993 - 02/09/1995
MERCER SECURITIES, LTD.
PA
01/31/1992 - 12/31/1992
EDWARD C. RORER & CO., INC. (PHILADELPHIA PA)
MA
05/09/1988 - 05/07/1992
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
AZ
11/19/1989 - 02/05/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/05/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/28/1981 - 02/18/1987
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
09/16/1976 - 02/18/1987
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
09/16/1976 - 02/18/1987
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 07/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure James Clark is the right advisor for you? Invested Better is here to help.
