Clark A. Wilson

WILSON, CLARK ALLEN

San Clemente, CA

Some features on this profile are disabled

CRD#: 2351141

Professional summary

Clark Allen Wilson, who also goes by Clarke Wilson, is a registered financial advisor currently at WILSON, CLARK ALLEN located in San Clemente, California.

Clark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Clark has worked at 10 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clarke Wilson

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.

Mortgage Loan Originator

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clark Allen Wilson'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

January 17, 2024 - Present

WILSON, CLARK ALLEN

RIA

CRD#: 121925

San Clemente, CA

Past

March 3, 2009 - October 16, 2012

R.W. TOWT & ASSOCIATES

RIA

CRD#: 128837

LAGUNA NIGUEL, CA

Past

May 9, 2002 - November 4, 2003

WALLSTREET*E FINANCIAL SERVICES, INC.

CRD#: 43896

CORAL GABLES, FL

Past

April 14, 2000 - May 31, 2000

AMERICAN PACIFIC SECURITIES, INC.

CRD#: 2532

SAN CLEMENTE, CA

Past

March 9, 2000 - April 3, 2000

FAS WEALTH MANAGEMENT SERVICES, INC.

CRD#: 10164

SARASOTA, FL

Past

December 10, 1996 - March 19, 1998

CAMDEN FINANCIAL SERVICES

CRD#: 19925

KELLER, TX

Past

February 9, 1996 - May 11, 1996

ATLANTIC PACIFIC FINANCIAL, INC.

CRD#: 37067

Past

December 15, 1993 - February 1, 1994

SMITH, BENTON & HUGHES, INC.

CRD#: 20877

LOS ANGELES, CA

Past

August 20, 1993 - October 5, 1993

COLUMBUS FINANCIAL, INC.

CRD#: 22709

BEVERLY HILLS, CA

Past

June 3, 1993 - July 12, 1993

MEYERS SECURITIES CORPORATION

CRD#: 7183

ROCHESTER, NY

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

California
(1/17/2024)

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 66

Date: 6/1/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/7/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/2/1993

General Securities Representative Examination

Current Firm

WILSON, CLARK ALLEN

CRD#: 121925 / SEC#:

California

Registered Investment Advisory firm - (9/20/2002 Approved)

North Carolina

Registered Investment Advisory firm - (12/31/2002 Failure to Renew)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

San Clemente, CA

Mailing Address

Phone number

(949) 981-3567

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Clark A. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clark Allen Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

R.W. TOWT & ASSOCIATES

WALLSTREET*E FINANCIAL SERVICES, INC.

AMERICAN PACIFIC SECURITIES, INC.

FAS WEALTH MANAGEMENT SERVICES, INC.

CAMDEN FINANCIAL SERVICES

ATLANTIC PACIFIC FINANCIAL, INC.

SMITH, BENTON & HUGHES, INC.

COLUMBUS FINANCIAL, INC.

MEYERS SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 6/1/2002

Series 63

Date: 6/7/1993

Series 7

Date: 6/2/1993

Current Firm

WILSON, CLARK ALLEN

Contact information

Documents

Red Flags

Company Information

WILSON, CLARK ALLEN

TRUST BUT VERIFY

Similar Advisors