William R. Clark

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CRD#: 1061582

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Ray Clark, who also goes by Bill Clark, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1982. William had worked at 7 firms and has passed the Series 63, Series 7 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Clark

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CLARK FINANCIAL GROUP, INC.; INVESTMENT RELATED; FRISCO, TX 75035; ENTITY USED TO MARKET INSURANCE SERVICES; PRESIDENT; 07/2003; 80 HRS/MONTH SPENT IN THIS BUSINESS SUN COUNTRY INTERIORS, INC.; TEXAS REAL ESTATE ENTITY. NON INVESTMENT-RELATED; FRISCO, TX 75035; PRESIDENT; ONE HOUR PER MONTH; OWNERSHIP OF OFFICE CONDO INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. APPROXIMATELY 10% OF TIME EACH MONTH. RETIRED CHAPLAIN, TEXAS STATE GUARD; NOT INVESTMENT RELATED. FRISCO, TX 75035; LESS THAN 5 HOURS PER MONTH

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 10, 2023 - May 8, 2024

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

RIA

CRD#: 312989

FRISCO, TX

Past

June 10, 2010 - July 3, 2023

CFG ADVISORS LLC

RIA

CRD#: 153561

FISCO, TX

Past

February 11, 2008 - October 29, 2009

JIM POE & ASSOCIATES, INC.

RIA

CRD#: 140232

FRISCO, TX

Past

November 6, 1986 - March 16, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

April 18, 1983 - November 4, 1986

FSC SECURITIES CORPORATION

CRD#: 7461

Past

September 22, 1982 - November 24, 1982

STRATEGIC SECURITIES, INC.

CRD#: 10622

Past

September 22, 1982 - February 3, 1983

GEO SECURITIES CORP.

CRD#: 10366

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC

CRD#: 312989 / SEC#: 801-120957

RIA

Registered Investment Advisory firm - (4/26/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/26/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/1983

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 8/27/1982

Direct Participation Programs Representative Examination

Current Firm

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC

CRD#: 312989 / SEC#: 801-120957

RIA

Registered Investment Advisory firm - (4/26/2021 Approved)

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Contact information

Main Address

607 East Second Avenue Suite 100, Flint, MI 48502

Mailing Address

Phone number

(810) 744-4450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/28/2025)

WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,606
AUM (Assets Under Management)	$ 607,147,202

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William R. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CFG ADVISORS LLC

JIM POE & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FSC SECURITIES CORPORATION

STRATEGIC SECURITIES, INC.

GEO SECURITIES CORP.

Primary Firm SEC Registration

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/26/1982

Series 7

Date: 6/18/1983

Series 22

Date: 8/27/1982

Current Firm

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

TRUST BUT VERIFY

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