Clark Wilson

5 Years of Experience

San Clemente, CA

4 DisclosuresMay Earn Commission

Clark Wilson is a registered investment advisor at Wilson, Clark Allen, based in San Clemente, CA, with 5 years of industry experience. Their practice areas include Investment Management, Retirement Planning.

Wilson, Clark Allen

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Investment management only (planning not offered)

Clarke Wilson Capital Management charges a percentage of your portfolio each year. The rate decreases as your portfolio grows. There are different fee schedules based on client status (Non-Accredited, Accredited, Qualified, Institutional). Actively managed client accounts are managed in the same way, following the CAN SLIM™ methodology.

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Location

San Clemente, CA

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

July 2005

Judgment / Lien

December 2003

Judgment / Lien

January 2003

Judgment / Lien

November 1998

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Other Business Activities

Clark is a mortgage loan originator.

Employment History

Current Registrations

Wilson, Clark Allen

January 2024 - Present · 2 yrs 4 mos

Previous Registrations

R.W. Towt & Associates

March 2009 - October 2012 · 3 yrs 7 mos

State Registrations1 state

Advisor

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.

Exams

No exam information available for this advisor.

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