Clark D. Brown

CLARK BROWN

Athens, GA 30606

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CRD#: 1536078

Professional summary

Clark Dunshee Brown is a registered financial advisor currently at CLARK BROWN, LLC located in Athens, Georgia.

Clark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Clark has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 52 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 BROWN LLC NON INVESTMENT RELATED ATHENS, GA EXECUTIVE COACHING, TRAINING, FACILITATION AND PUBLIC SPEAKING TO BUSINESSES, NON-PROFIT ORGANIZATIONS AND INDIVIDUALS, COUPLES AND FAMILIES. OWNER/MANAGING MEMBER START: 01/05/2017 40 HOURS PER MONTH, 20 HOURS MONTH DURING TRADING HOURS DUTIES: PERSONAL DEVELOPMENT COACHING, CONSULTING SERVICES FOR LEARNING & DEVELOPMENT; DELIVERY OF TRAINING Cannon Financial Institute: I provide contract services for consulting, professional develop design & delivery and public speaking. I am paid an hourly/daily rate for the services provided. I have averaged approximately $180,000 annually. Ontrack International I provide contract services for consulting, professional develop design & delivery and public speaking. I am paid an hourly/daily rate for the services provided. I have averaged approximately $10,000 annually.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clark Dunshee Brown'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®

None

Experience

Current

October 21, 2022 - Present

CLARK BROWN, LLC

Office #1: 215 Hawthorne Park Suite B, Athens, GA 30606

RIA

CRD#: 323011

Athens, GA

Past

December 16, 2015 - April 10, 2023

ELEVATE WEALTH ADVISORY, INC.

RIA

CRD#: 149713

ATHENS, GA

Past

April 10, 1996 - December 16, 1996

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

May 27, 1988 - April 5, 1994

BA INVESTMENT SERVICES, INC.

CRD#: 12965

OAKLAND, CA

Past

August 26, 1986 - March 14, 1988

BANCAMERICA SECURITIES, INC.

CRD#: 17977

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
(10/21/2022)

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

IAR

Series 65

Date: 12/2/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/1988

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 8/15/1986

Municipal Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/23/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLARK BROWN, LLC

CLARK BROWN, LLC | HELLO WEALTH

CRD#: 323011 / SEC#:

Georgia

Registered Investment Advisory firm - (10/21/2022 Approved)

Texas

Registered Investment Advisory firm - (11/11/2025 Termination Requested)

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Contact information

Main Address

215 Hawthorne Park Suite B, Athens, GA 30606

Mailing Address

Phone number

(706) 410-1600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 22,273,955

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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Advisor Monitoring

Firm Stability Insights

Clark D. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clark Dunshee Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVATE WEALTH ADVISORY, INC.

MOMENTUM INDEPENDENT NETWORK INC.

BA INVESTMENT SERVICES, INC.

BANCAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2015

Series 63

Date: 8/5/1988

Series 7

Date: 6/18/1988

Series 52

Date: 8/15/1986

Series 6

Date: 7/23/1986

Current Firm

CLARK BROWN, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLARK BROWN, LLC

TRUST BUT VERIFY

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