Clark May
Clark May is a registered investment advisor at LPL Financial LLC, based in Worthington, OH, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
300 W. Wilson Bridge Road, Suite 300, Worthington, OH, 43085
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Regulatory History (1)
Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Clark is involved in several businesses, including wellness programming (AccelWELL), insurance sales (OPOC.us), payroll/HR services (CentricHC), a licensed agency (REB Consulting), a T-shirt printing business (SPTC LLC), and a holding company (ECHELON CAPITAL MANAGEMENT). He spends about a quarter of his time on insurance sales and nearly full-time at the licensed agency.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Fsc Securities CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations20 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.