David Clark
David Clark is a registered investment advisor at Westside Investment Management, LLC, based in Oklahoma City, OK, with 33 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 890 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westside Investment Management charges a fee based on a percentage of the assets they manage. The exact percentage can vary up to 1.50% depending on factors like the amount of assets, complexity, and scope of services. The firm also participates in programs with SEI, where fees range from 0% to 1.50%, not including SEI's program fee. For monitoring other money managers, the fee also ranges from 0% to 1.50%.
Location
10900 Hefner Pointe Drive, Suite 502, Oklahoma City, OK, 73120
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Regulatory History (1)
Customer Dispute
August 1999Other Business ActivitiesSells Insurance
David participates in an oil/gas lease, owns multiple rental properties, and is a registered investment advisor hybrid with Westside Investment Management, Inc. He also owns multiple business entities for tax/investment purposes and sells non-variable insurance products, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Westside Investment Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
American Express Financial Advisors, INC.
American Express Service CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.