Clark Weeks
Clark Weeks is a registered investment advisor at Intercarolina Financial Services, INC., based in Sandy Springs, GA, with 16 years of industry experience. Clark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 271 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable with a maximum of 1.50% annually. The firm also participates in wrap fee programs with separate fee structures.
Fee Estimator
Location
Sandy Springs, GA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2010Other Business Activities
Clark owns Weeks Retirement Solutions, providing actuarial consulting, and Weeks Retirement Solutions LLC DBA WRS, offering financial services. He also serves on the board of trustees for SECAMP Association, advises on pension plans, and has ownership stakes in multifamily residential properties and Sherwood Forest consulting.
Employment History
Current Registrations
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.Broker
Intercarolina Financial Services, INC.
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Kovack Securities INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Ing Financial Partners, INC.Broker
State Registrations5 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.
Exams
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