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CC

Christopher S. Clark

PAULSON INVESTMENT COMPANY LLC
Portland, OR 97223
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CRD#: 1952666
CC

Professional summary


Christopher Steven Clark, who also goes by Chris Clark, Steven Christopher Clark, is a registered financial professional currently at PAULSON INVESTMENT COMPANY LLC located in Portland, Oregon.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 1989. Christopher has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 79, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Clark | Steven Christopher 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.
CO-FOUNDER OF BIG BEAR CAPITAL, LLC, AN AFFILIATED INVESTMENT ADVISOR OF PAULSON INVESTMENT COMPANY, LLC LOCATED AT 40 WALL STREET, 23RD FLOOR, NEW YORK, NY 10005. APPROXIMATELY FIVE HOURS PER WEEK IS DEVOTED TO THIS ENDEAVOR. Real Estate Investment, non investment related, Beaverton OR, Residential RealEstate, Owner, 12/2019, 1-2 Hrs./month, none during business Chairman Paulson Capital Holding Company LLC, parent company of Paulson Investment Company, Lake Oswego OR, Chairman, April 2017

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Christopher Steven Clark's CRS (Customer Relationship Summary).
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

July 3, 2012 - Present

PAULSON INVESTMENT COMPANY LLC

Office #1: 10220 Sw Greenburg Rd, Ste 380, Portland, OR 97223Office #2: 9171 Wilshire Blvd. Ste. 500, Beverly Hills, CA 90210
BD
CRD#: 5670
Portland, OR
Past

February 18, 2020 - December 31, 2024

PAULSON INVESTMENT ADVISORS, LLC

RIA
CRD#: 304328
PORTLAND, OR
Past

February 27, 2018 - December 10, 2020

PAULSON INVESTMENT COMPANY LLC

RIA
CRD#: 5670
NOVATO, CA
Past

November 16, 2010 - July 5, 2012

ADVANCED EQUITIES, INC.

RIA
CRD#: 35545
SAN FRANCISCO, CA
Past

November 16, 2010 - July 5, 2012

ADVANCED EQUITIES, INC.

BD
CRD#: 35545
SAN FRANCISCO, CA
Past

August 16, 2010 - October 25, 2010

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
PORTLAND, OR
Past

August 16, 2010 - October 25, 2010

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
PORTLAND, OR
Past

April 27, 2004 - April 23, 2010

PHILLIPS & COMPANY

RIA
CRD#: 35800
PORTLAND, OR
Past

July 2, 1999 - March 16, 2001

WILLAMETTE SECURITIES, INC.

BD
CRD#: 32451
PORTLAND, OR
Past

June 22, 1994 - April 23, 2010

PHILLIPS & COMPANY

BD
CRD#: 35800
PORTLAND, OR
Past

August 23, 1993 - July 20, 1994

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

September 22, 1992 - September 2, 1993

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

August 28, 1991 - September 29, 1992

BLACK & COMPANY, INC.

BD
CRD#: 95
PORTLAND, OR
Past

January 14, 1991 - September 13, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

June 20, 1989 - January 23, 1991

LIVINGSTON SECURITIES, INC.

BD
CRD#: 16455

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(8/9/2012)
RR
California
(7/6/2012)
RR
Colorado
(9/6/2012)
RR
Connecticut
(5/4/2017)
RR
District of Columbia
(8/1/2019)
RR
Florida
(6/24/2013)
RR
Georgia
(9/6/2012)
RR
Illinois
(8/8/2012)
RR
Maine
(8/26/2025)
RR
Massachusetts
(6/17/2025)
RR
Michigan
(7/11/2012)
RR
Minnesota
(7/11/2012)
RR
Nevada
(7/11/2012)
RR
New Jersey
(5/4/2017)
RR
New York
(7/3/2012)
RR
Oklahoma
(8/25/2025)
RR
Oregon
(7/3/2012)
RR
Tennessee
(4/5/2022)
RR
Texas
(8/21/2013)
RR
Utah
(2/27/2013)
RR
Virginia
(10/4/2012)
RR
Washington
(10/21/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/16/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PI
PAULSON INVESTMENT COMPANY LLC
PAULSON INVESTMENT COMPANY LLC | PAULSON WEALTH ADVISORS | PAULSON INVESTMENT COMPANY, LLC | PAULSON INVESTMENT COMPANY, INC.

CRD#: 5670 / SEC#: 801-107194, 8-26807

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
10220 Sw Greenburg Rd Suite 465, Lake Oswego, OR 97035
Mailing Address
10220 Sw Greenburg Rd Suite 380, Portland, OR 97223
Phone number
(503) 243-6000
Established
Delaware since 03/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
PAULSON CAPITAL HOLDING COMPANY, LLCOWNER
CLARK, CHRISTOPHER STEVENCHAIRMAN, ELECTED MANAGER1952666
PARIGIAN, THOMAS STEWARTELECTED MANAGER1398840
SETTEDUCATI, ROBERT JOSEPHELECTED MANAGER AND DIRECTOR OF BUSINESS DEVELOPMENT1352722
DAVIS, TRENT DONALDCHIEF EXECUTIVE OFFICER2137171
RASMUSSEN, KATHLEEN HATLELICHIEF COMPLIANCE OFFICER2608755
WINKS, MALCOLM ALEXANDERPRESIDENT AND CFO/FINOP5153752

Disclosures


Regulatory Event35
Civil Event1
Arbitration8
Bond1

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.

Company Information


PAULSON INVESTMENT COMPANY LLC

CRD#: 5670Portland, OR 97223

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