Louis Clark is a CFP-designated registered investment advisor, based in Daytona Beach, FL, with 26 years of industry experience.
Location
1737 N Clyde Morris Blvd, Ste 120, Daytona Beach, FL, 32117
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
August 2011 - January 2018 · 6 yrs 5 mos
Bb&t Investment Services, INC.Broker
August 2011 - January 2018 · 6 yrs 5 mos
VALIC Financial Advisors, INC.
April 2010 - August 2011 · 1 yr 4 mos
VALIC Financial Advisors, INC.Broker
March 2010 - August 2011 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2001 - April 2010 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1999 - April 2010 · 11 yrs
State Registrations36 states
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Exams
No exam information available for this advisor.