DC
DC

David Clinton Clark

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
815 clients
Average Client Portfolio
$927K average
Assets Under Management
$755.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Minimum Annual Fee:$1,250
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Location

3300 W Leigh Street, Richmond, VA, 23230

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History

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.

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Other Business Activities

David founded and helps run Seven Sisters Brewery, a craft brewery. He dedicates about 10-20% of his time to assisting the general manager with operations and management.

Employment History
Current Registrations
Nasdaq Capital Markets Advisory LLC
November 2023 - Present · 2 yrs 3 mos
Nasdaq Capital Markets Advisory LLCBroker
November 2023 - Present · 2 yrs 3 mos
Dorsey, Wright & Associates, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Dorsey, Wright & Associates, LLC
September 2015 - April 2018 · 2 yrs 7 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
David Clinton Clark - Financial Advisor | TrueAdvisor