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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyndon? Claim Your ProfileLyndon Clark is an investment advisor representative with Equity Services, Inc.. Lyndon Clark has over 30 years of experience in the financial services industry. Lyndon Clark is registered with the state of North Carolina and South Carolina. Lyndon Clark offers a wide range of financial services, including financial planning, portfolio management, and insurance. Lyndon Clark also specializes in serving individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
08/13/2024 - Present
Equity Services, Inc. (CHARLOTTE NC)
NJ
03/04/1999 - 01/09/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
SC
08/14/1998 - 10/19/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
05/17/1996 - 08/21/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
08/23/1991 - 04/25/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/23/1991 - 04/25/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
02/06/1990 - 09/25/1990
MONY SECURITIES CORP. (NEW YORK NY)
NY
02/06/1990 - 09/25/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
MA
06/05/1984 - 11/21/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 08/15/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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