GC
Gary A. Clark
SOAR FINANCIAL
Hagerstown, MD
CRD#: 4388953
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GC
Gary Allen ClarkSOAR FINANCIAL
Professional summary
Gary Allen Clark, who also goes by Gary Allen Clark, Gary All Clark, is a registered financial advisor currently at SOAR FINANCIAL LLC located in Hagerstown, Maryland and CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC located in Hagerstown, Maryland.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Gary has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gary Allen Clark | Gary All 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.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Allen 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®
NoneExperience
Current
September 4, 2024 - Present
SOAR FINANCIAL LLC
RIA
CRD#: 309772
Hagerstown, MD
Current
June 16, 2026 - Present
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
RIA
CRD#: 123483
HAGERSTOWN, MD
Current
May 26, 2023 - Present
AMERICAN TRUST INVESTMENT SERVICES, INC.
Office #1: 910 S El Camino Real #200, San Clemente, CA 92672BD
CRD#: 3001
San Clemente, CA
Past
May 23, 2023 - May 24, 2023
AMERICAN TRUST INVESTMENT SERVICES, INC.
BD
CRD#: 3001
SAN CLEMENTE, CA
Past
April 23, 2020 - May 30, 2023
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
HAGERSTOWN, MD
Past
April 10, 2020 - May 30, 2023
NYLIFE SECURITIES LLC
BD
CRD#: 5167
HAGERSTOWN, MD
Past
August 1, 2008 - March 25, 2020
NATIONWIDE SECURITIES, LLC
RIA
CRD#: 11173
WALKERSVILLE, MD
Past
August 1, 2008 - March 25, 2020
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
WALKERSVILLE, MD
Past
April 13, 2007 - August 1, 2008
1717 CAPITAL MANAGEMENT COMPANY
RIA
CRD#: 4082
HAGERSTOWN, MD
Past
February 27, 2007 - August 1, 2008
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
HAGERSTOWN, MD
Past
February 7, 2007 - February 28, 2007
EDWARD JONES
RIA
CRD#: 250
MIDDLETOWN, MD
Past
June 24, 2003 - February 28, 2007
EDWARD JONES
BD
CRD#: 250
MIDDLETOWN, MD
Past
August 7, 2001 - December 31, 2001
UNITED SECURITIES ALLIANCE, INC.
BD
CRD#: 36487
GREENWOOD VILLAGE, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | CHICAGO MANAGEMENT ADVISORS, INC
CRD#: 123483 / SEC#: 801-130438
RIA
Registered Investment Advisory firm - (6/12/2024 Approved)Arizona
Registered Investment Advisory firm - (10/23/2024 Terminated)California
Registered Investment Advisory firm - (11/22/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/24/2024 Terminated)Florida
Registered Investment Advisory firm - (10/23/2024 Terminated)Illinois
Registered Investment Advisory firm - (10/23/2024 Terminated)Indiana
Registered Investment Advisory firm - (11/1/2024 Terminated)Louisiana
Registered Investment Advisory firm - (10/25/2024 Terminated)Maryland
Registered Investment Advisory firm - (5/10/2024 Terminated)Michigan
Registered Investment Advisory firm - (11/4/2024 Terminated)New York
Registered Investment Advisory firm - (9/30/2004 Cancelled)North Carolina
Registered Investment Advisory firm - (10/25/2024 Terminated)Oregon
Registered Investment Advisory firm - (10/23/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/24/2024 Terminated)Texas
Registered Investment Advisory firm - (10/23/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (10/23/2024 Terminated)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.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
Maryland(5/26/2023)
IAR
Maryland(9/4/2024)
RR
Pennsylvania(5/26/2023)
RR
Virginia(5/26/2023)
RR
West Virginia(5/26/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | CHICAGO MANAGEMENT ADVISORS, INC
CRD#: 123483 / SEC#: 801-130438
RIA
Registered Investment Advisory firm - (6/12/2024 Approved)Arizona
Registered Investment Advisory firm - (10/23/2024 Terminated)California
Registered Investment Advisory firm - (11/22/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/24/2024 Terminated)Florida
Registered Investment Advisory firm - (10/23/2024 Terminated)Illinois
Registered Investment Advisory firm - (10/23/2024 Terminated)Indiana
Registered Investment Advisory firm - (11/1/2024 Terminated)Louisiana
Registered Investment Advisory firm - (10/25/2024 Terminated)Maryland
Registered Investment Advisory firm - (5/10/2024 Terminated)Michigan
Registered Investment Advisory firm - (11/4/2024 Terminated)New York
Registered Investment Advisory firm - (9/30/2004 Cancelled)North Carolina
Registered Investment Advisory firm - (10/25/2024 Terminated)Oregon
Registered Investment Advisory firm - (10/23/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/24/2024 Terminated)Texas
Registered Investment Advisory firm - (10/23/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (10/23/2024 Terminated)Loading...
Contact information
Main Address
4722 Main Street, Lisle, IL 60532
Mailing Address
Phone number
(630) 241-1122
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 560 |
| AUM (Assets Under Management) | $ 122,346,642 |
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.
