Charles L. Clark
Professional summary
Charles Lee Clark JR, who also goes by Charles Lee Clark Jr, Chuck Lee Clark Jr, is a registered financial advisor currently at CLC CAPITAL MANAGEMENT located in Grand Junction, Colorado.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Charles has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Lee Clark JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 2, 2004 - Present
CLC CAPITAL MANAGEMENT
Office #1: 336 Main Street Suite 210, Grand Junction, CO 81501June 7, 1995 - July 21, 2004
IDS LIFE INSURANCE COMPANY
June 7, 1995 - July 21, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/2/2004)
Exams
Current Firm
CLC CAPITAL MANAGEMENT
CRD#: 132224 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 3,750,000 |
Red Flags
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