Charles Clark
Charles Clark is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Owensboro, KY, with 46 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
101 E 2nd St 200 Fl 2, Owensboro, KY, 42303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is involved in several business activities, including real estate rental, operating under Financial Freedom Partners LLC, and providing investment advisory services through Private Advisor Group. He also works as an insurance agent/broker, offering fixed annuities, LTC, disability, universal, indexed life, and term life insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Independent Advisers Group CORP
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Securian Financial Services, INC.Broker
Mutual Service CorporationBroker
Monarch Securities, INC.Broker
The Lincoln National Life Insurance CompanyBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations14 states
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