AC
CFP
AC
CFP

April Clark

16 Years of Experience
Charleston, SC
1 DisclosureBroker

April Clark is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 16 years of industry experience. April is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

320 Broad St 4th Fl, [Rbo], Charleston, SC, 29401

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History

Regulatory History (1)
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.
Criminal
June 1992
Final Disposition
Other Business Activities

April owns rental property with her spouse in Dawsonville, GA, since 2019. She spends minimal time on this investment-related activity.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2021 - Present · 5 yrs 5 mos
Wells Fargo Advisors
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2018 - May 2019 · 1 yr
Wells Fargo Clearing Services, LLCBroker
May 2018 - May 2019 · 1 yr
Bb&t Securities, LLC
January 2018 - March 2018 · 2 mos
Bb&t Securities, LLCBroker
January 2018 - March 2018 · 2 mos
Bb&t Investment Services, INC.
February 2017 - January 2018 · 11 mos
Bb&t Investment Services, INC.Broker
January 2017 - January 2018 · 1 yr
Wells Fargo Clearing Services, LLC
August 2015 - January 2017 · 1 yr 5 mos
Wells Fargo Clearing Services, LLCBroker
June 2008 - January 2017 · 8 yrs 7 mos
State Registrations10 states
FLGALAMDNCNJOHPASCVT
AdvisorBrokerBoth

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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