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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Gray Clark is a financial advisor currently registered with Truist Advisory Services, Inc. Louis Clark has over 24 years of experience in the financial industry. Louis Clark has registrations in 38 states, including Florida and Texas. Louis Clark specializes in portfolio management for individuals, businesses and pooled investment vehicles. Louis Clark's firm, Truist Advisory Services, Inc. manages over 61 billion dollars in assets. Truist Advisory Services, Inc. provides advisory services to individuals, businesses, charitable organizations, and other investment advisers. Louis Clark is a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
05/25/2021 - Present
Truist Advisory Services, Inc. (DAYTONA BEACH FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
08/16/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (SAINT AUGUSTINE FL)
FL
03/29/2010 - 08/18/2011
VALIC FINANCIAL ADVISORS, INC. (GAINESVILLE FL)
FL
04/07/1999 - 04/09/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 06/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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