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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Albert Clark is an Investment Advisor Representative at Creative Planning, a firm with over 800 advisors serving clients across the country. Thomas has been a financial advisor for over 20 years. Thomas has worked with clients from various backgrounds, including high-net-worth individuals, businesses, and institutions. Thomas is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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
MD
07/13/2022 - Present
Creative Planning (Forest HIll MD)
DC
04/14/2008 - 12/13/2021
LOCKTON INVESTMENT SECURITIES, LLC (WASHINGTON DC)
DC
07/14/2006 - 07/02/2008
AIG FINANCIAL ADVISORS, INC. (WASHINGTON DC)
MD
09/08/2005 - 07/27/2006
METLIFE SECURITIES INC. (COLUMBIA MD)
MD
09/08/2005 - 07/27/2006
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
NY
08/01/2003 - 06/21/2005
MMC SECURITIES CORP. (NEW YORK NY)
TX
01/27/1999 - 06/24/2003
NFP SECURITIES, INC. (AUSTIN TX)
MA
11/13/1996 - 02/17/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 04/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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