TC
CFP
TC
CFP

Thomas Clark

49 Years of Experience
Akron, OH
Broker

Thomas Clark is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Akron, OH, with 49 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

875 N Cleveland Massillon Rd, Akron, OH, 44333

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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

Thomas is involved in several outside business activities, including being an independent business owner for Amway, holding ownership in multiple properties, and serving as an event planner for The Bath Church Family Travel Group. He also holds positions such as chairman and finance committee member for various organizations, and is an adjunct instructor at the University of Akron.

Employment History
Current Registrations
Wells Fargo Advisors
September 2020 - Present · 5 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2000 - September 2020 · 20 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
September 1990 - September 2020 · 30 yrs
Prescott, Ball & Turben, INC.Broker
January 1981 - September 1990 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - March 1981 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
February 1977 - September 1978 · 1 yr 7 mos
State Registrations42 states
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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.
Thomas Clark - Financial Advisor | TrueAdvisor