RC
Russell Clarke
BEAM WEALTH ADVISORS
Chapel Hill, NC
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CRD#: 1422335
RC
Professional summary
Russell Clarke, CFP®, CLU®, who also goes by Carl Clark, Carl Russell Clarke, is a registered financial advisor currently at BEAM WEALTH ADVISORS, INC. located in Chapel Hill, North Carolina.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Russell has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Long-term Care
Are you a "fiduciary"?
Yes
Aliases
Carl Clark | Carl Russell Clarke
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.
(1.) NAME OF OBA: JUNIPER SIXTH; ADDRESS OF OBA: 825 JUNIPER STREET, NE, ATLANTA, GA, 30308; NATURE: REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: MEMBER; START DATE: 08/2001; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: FIXED INSURANCE; ADDRESS OF OBA: 3301 BUCKEYE ROAD, SUITE 402, ATLANTA, GA 30341; NATURE: FIXED/TRADITIONAL INSURANCE; INVESTMENT RELATED: YES; TITLE WITH OBA: AGENT; DUTIES: SALES OF FIXED/TRADITIONAL INSURANCE; START DATE: 11/2020; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5; (3.) NAME OF OBA: RXC ENTERPRISES LLC; ADDRESS OF OBA: 3301 BUCKEYE ROAD STE 402 ATLANTA GA 30341; NATURE: PAYROLL AND OFFICE EXPENSES BUSINESS HOLDINGS LLC; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: PAY OFFICE EXPENSES AND RUN PAYROLL; START DATE: 10/2003; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (4.) NAME OF OBA: BETTIE BRAND MOTHERS' ENDOWMENT FUND; ADDRESS OF OBA: 1165 CHURCHILL DOWNS ROAD, ATLANTA, GA 30319; NATURE: NON-PROFIT; INVESTMENT RELATED: YES; TITLE WITH OBA: TREASURER DUTIES: TREASURER; START DATE: 01/2023; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 (5.) NAME OF OBA: CMHW LLC; ADDRESS OF OBA: 13138 ASHFORD PARK DRIVE, RALEIGH, NC 27613; NATURE: RENTAL INCOME; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: OWNER DUTIES: ASSIST MANAGING RENTAL PROPERTY; START DATE: 09/13/2023; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
CRS (Client Relationship Summary) - RIA
Click below to view Russell Clarke's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
May 28, 2024 - Present
BEAM WEALTH ADVISORS, INC.
Office #3: 3301 Buckeye Road Buckeye Plaza, Suite 402, Atlanta, GA 30341RIA
CRD#: 109867
Chapel Hill, NC
Past
December 10, 2020 - December 31, 2022
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Atlanta, GA
Past
December 5, 2019 - June 17, 2024
BENEDETTI, GUCER & ASSOCIATES
RIA
CRD#: 166911
Atlanta, GA
Past
February 4, 2003 - September 10, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ATLANTA, GA
Past
September 23, 1997 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 23, 1997 - September 10, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ATLANTA, GA
Past
October 24, 1985 - November 18, 1986
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
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".
BW
BEAM WEALTH ADVISORS, INC.
ADVOCACY FINANCIAL, LLC | WHIDDON WEALTH MANAGEMENT, LLC | UNIVERSAL FINANCIAL GROUP, INC | TRUE COMPASS FINANCIAL, LLC | THRESHOLD, INC. | SUMMIT INVESTMENT GROUP LLC | SOMMER INVESTMENTS, LLC | ROMANO INSURANCE & INVESTMENT GROUP | ROGERS AND ROGERS | PREMIER WEALTH MANAGEMENT GROUP | OBAN WEALTH MANAGEMENT LLC | MOUNTAIN WEST WEALTH | JUDD WEALTH MANAGEMENT | JOSEPH PIRETTI & ASSOCIATES | JDS WEALTH STRATEGIES | FINESTPLAN LC | FINANCIAL DESIGN GROUP | FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC. | FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC. | DAVIS FINANCIAL | CYPRESS FINANCIAL GROUP | CHARLES BRYAN FINANCIAL GROUP | BGA WEALTH | BGA 401K | BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | BEAM WEALTH ADVISORS | BEAM ASSET MANAGEMENT, LLC | BEAM ASSET MANAGEMENT
CRD#: 109867 / SEC#: 801-60334
RIA
Registered Investment Advisory firm - (6/22/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(6/12/2024)
IAR
North Carolina(5/28/2024)
IAR
Texas(5/28/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BW
BEAM WEALTH ADVISORS, INC.
ADVOCACY FINANCIAL, LLC | WHIDDON WEALTH MANAGEMENT, LLC | UNIVERSAL FINANCIAL GROUP, INC | TRUE COMPASS FINANCIAL, LLC | THRESHOLD, INC. | SUMMIT INVESTMENT GROUP LLC | SOMMER INVESTMENTS, LLC | ROMANO INSURANCE & INVESTMENT GROUP | ROGERS AND ROGERS | PREMIER WEALTH MANAGEMENT GROUP | OBAN WEALTH MANAGEMENT LLC | MOUNTAIN WEST WEALTH | JUDD WEALTH MANAGEMENT | JOSEPH PIRETTI & ASSOCIATES | JDS WEALTH STRATEGIES | FINESTPLAN LC | FINANCIAL DESIGN GROUP | FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC. | FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC. | DAVIS FINANCIAL | CYPRESS FINANCIAL GROUP | CHARLES BRYAN FINANCIAL GROUP | BGA WEALTH | BGA 401K | BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | BEAM WEALTH ADVISORS | BEAM ASSET MANAGEMENT, LLC | BEAM ASSET MANAGEMENT
CRD#: 109867 / SEC#: 801-60334
RIA
Registered Investment Advisory firm - (6/22/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
72096 Ramos Avenue Suite D, Covington, LA 70433
Mailing Address
Phone number
(985) 893-1440
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,006 |
| AUM (Assets Under Management) | $ 1,314,316,357 |
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.
