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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Clark works as an insurance agent for Creekmur Inc., dba Creekmur Asset Management, LLC, dedicating about a quarter of his time. He also owns Financial Enlightenment, selling fixed insurance and annuities, and is an instructor at Southern Methodist University, both requiring minimal time.