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JC

John W. Clark

LCG CAPITAL ADVISORS
Tampa, FL 33602
Some features on this profile are disabled
CRD#: 2826869
JC

Professional summary


John Woodbury Clark, who also goes by Jay Clark, is a registered financial professional currently at LCG CAPITAL ADVISORS, LLC located in Tampa, Florida.

John is registered as a RR (Registered Representative) and started their career in finance in 1997. John has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jay 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view John Woodbury Clark'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

December 28, 2015 - Present

LCG CAPITAL ADVISORS, LLC

Office #1: 201 East Kennedy Blvd Suite 1700, Tampa, FL 33602Office #2: 201 E. Kennedy Blvd. Suite 1700, Tampa, FL 33602
BD
CRD#: 129311
Tampa, FL
Past

June 25, 2009 - November 24, 2014

FD CAPITAL ADVISORS BD, LLC

BD
CRD#: 148974
Atlanta, GA
Past

May 3, 2006 - September 15, 2008

ANKURA CAPITAL ADVISORS, LLC

BD
CRD#: 114155
TAMPA, FL
Past

May 30, 2001 - February 16, 2006

SYNOVUS SECURITIES, INC.

RIA
CRD#: 14023
ATLANTA, GA
Past

May 30, 2001 - February 16, 2006

SYNOVUS SECURITIES, INC.

BD
CRD#: 14023
COLUMBUS, GA
Past

October 21, 1998 - May 25, 2001

GMA PARTNERS, INC.

BD
CRD#: 30883
ATLANTA, GA
Past

April 25, 1997 - October 20, 1998

LEGACY SECURITIES CORP.

BD
CRD#: 35532
ATLANTA, GA

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
(3/22/2021)
RR
California
(4/28/2023)
RR
Colorado
(9/19/2024)
RR
Florida
(12/28/2015)
RR
Illinois
(3/6/2024)
RR
Ohio
(12/8/2021)
RR
Tennessee
(3/22/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 5/28/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


LC
LCG CAPITAL ADVISORS, LLC
LCG CAPITAL ADVISORS, LLC | PALM SECURITIES, LLC

CRD#: 129311 / SEC#: , 8-66213

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


Main Address
201 East Kennedy Blvd Suite 1700, Tampa, FL 33602
Mailing Address
201 East Kennedy Blvd Suite 1700, Tampa, FL 33602
Phone number
(813) 226-2800
Established
Florida since 07/03/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
LCG CAPITAL HOLDINGS, LLCOWNER
CARTER, ANA RPRINCIPAL FINANCIAL OFFICER4424794
CARTER, ANA ROUMENOVAFINOP4424794
CLARK, JOHN WOODBURYMANAGING DIRECTOR2826869
LITTLE, CRAIG NEALCHIEF COMPLIANCE OFFICER5293689
LITTLE, CRAIG NEALPRINCIPAL OPERATIONS OFFICER5293689

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


LCG CAPITAL ADVISORS, LLC

CRD#: 129311Tampa, FL 33602

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