Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vickie? Claim Your ProfileVickie Laverne Clark is a registered representative with LPL Financial LLC. Vickie has been in the industry since March 7, 2013. Vickie holds Series 66, SIE and Series 7 licenses. Vickie is registered in 22 states including Florida, Georgia, Illinois, Michigan, Pennsylvania and Texas. Vickie is also registered as an Investment Advisor Representative in 6 states, including Florida, Georgia, Illinois, Michigan, Pennsylvania and Texas. Vickie has previously worked with Waddell & Reed and Morgan Stanley. Vickie is a member of the National Association of Women Business Owners-Central Illinois. Vickie offers financial planning, portfolio management for individuals and businesses, selection of other advisors, consulting and other non-discretionary advisory services, educational seminars, and pension consulting. Vickie has 6 specializations: Asset allocation, Fee based financial planning, Retirement planning, College savings planning, Insurance planning and Estate planning. Vickie is affiliated with LPL Financial LLC, a firm that has more than $50 billion in assets under management. LPL Financial LLC manages assets for more than 168,000 clients including individuals, businesses, high net worth individuals, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
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.
Consulting and other non-discretionary advisory services
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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2
IL
07/21/2021 - Present
LPL Financial LLC (EUREKA IL)
IL
12/05/2014 - 07/21/2021
WADDELL & REED (EUREKA IL)
IL
03/08/2013 - 12/09/2014
MORGAN STANLEY (PEORIA IL)
BOTH
Issued 03/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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