Clark Penney is a registered investment advisor, based in Palm Desert, CA, with 17 years of industry experience.
Location
74150 Country Club Drive, Palm Desert, CA, 92260
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Clark is a partner and senior financial advisor at Cypress Wealth Services, dedicating full-time hours to financial planning and asset management. He also works as an independent insurance professional, spending a few hours per week on insurance sales, and holds positions at Nickel, Inc., Penney Capital, Inc., and Alaska Horizon.
Employment History
Current Registrations
M. S. Howells & CO.
M. S. Howells & CO.Broker
Cypress Wealth Services, LLC
Previous Registrations
Integrated Wealth Management, INC.
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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