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Alyssa Clark

5 Years of Experience
Endicott, NY
Broker

Alyssa Clark is a registered investment advisor, based in Endicott, NY, with 5 years of industry experience.

Location

24 Mckinley Ave, Endicott, NY, 13760

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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

Alyssa operates under Visions Investment Services and Visions Wealth Management, both DBAs for her LPL business. She also works as a Licensing Assistant for a Presiding Judge with the NYS Gaming Commission, taking about 35-50 hours per month.

Employment History
Current Registrations
Visions Analysis LLCBroker
June 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
May 2023 - Present · 3 yrs
LPL Financial LLC
January 2021 - Present · 5 yrs 4 mos
LPL Financial LLCBroker
January 2021 - Present · 5 yrs 4 mos
State Registrations8 states
CAFLMAMINCNYPAVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Alyssa Clark - Financial Advisor | TrueAdvisor